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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 | $380,783 | $104,251+265.3% | $91,004+318.4% | $147,586+158.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.14% | 27.06%-18.9pp | 4.60%+3.5pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,584 | $3,116-49.2% | $2,456-35.5% | $4,876-67.5% |
| Participant deferral / active EE | $1,668 | $4,195-60.2% | $3,548-53.0% | $5,439-69.3% |
| Admin fee / account holder | $396 | $8,948-95.6% | $5,417-92.7% | $10,886-96.4% |