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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 | $283,274 | $211,224+34.1% | $178,505+58.7% | $145,897+94.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.40% | 30.28%-24.9pp | 27.16%-21.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $2,889 | $4,577-36.9% | $3,955-27.0% | $4,663-38.0% |
| Participant deferral / active EE | $16,780 | $6,966+140.9% | $6,280+167.2% | $6,689+150.9% |
| Admin fee / account holder | $13,867 | $12,109+14.5% | $10,428+33.0% | $13,390+3.6% |