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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,649 | $124,425+262.2% | $112,040+302.2% | $137,256+228.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.15% | 24.72%-18.6pp | 24.52%-18.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,537 | $3,411-54.9% | $2,954-48.0% | $4,156-63.0% |
| Participant deferral / active EE | $6,149 | $5,718+7.5% | $5,098+20.6% | $6,407-4.0% |
| Admin fee / account holder | $11,743 | $15,207-22.8% | $12,098-2.9% | $12,270-4.3% |