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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 | $136,860+229.3% | $120,344+274.5% | $154,746+191.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.15% | 21.38%-15.2pp | 20.30%-14.1pp | 172.34%-166.2pp |
| Employer contribution / active EE | $1,537 | $3,533-56.5% | $3,020-49.1% | $4,379-64.9% |
| Participant deferral / active EE | $6,149 | $5,793+6.1% | $5,135+19.7% | $6,730-8.6% |
| Admin fee / account holder | $11,743 | $15,393-23.7% | $12,742-7.8% | $14,365-18.3% |