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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 | $310,117 | $138,312+124.2% | $122,979+152.2% | $155,188+99.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 4.41% | 22.06%-17.7pp | 20.12%-15.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $13,760 | $3,530+289.8% | $3,062+349.3% | $4,248+223.9% |
| Participant deferral / active EE | $34,750 | $5,592+521.4% | $5,003+594.6% | $6,531+432.1% |
| Admin fee / account holder | $2,413 | $15,089-84.0% | $12,864-81.2% | $14,480-83.3% |