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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 | $304,089 | $106,749+184.9% | $145,433+109.1% | $82,448+268.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.32% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,052 | $3,444+17.6% | $4,554-11.0% | $2,551+58.8% |
| Participant deferral / active EE | $9,549 | $6,519+46.5% | $7,897+20.9% | $4,139+130.7% |
| Admin fee / account holder | $1,887 | $8,390-77.5% | $13,129-85.6% | $7,234-73.9% |