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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 | $492,972 | $48,118+924.5% | $136,833+260.3% | $94,015+424.4% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 1.81% | 14.65%-12.8pp | 35.32%-33.5pp | 17.84%-16.0pp |
| Employer contribution / active EE | $3,209 | $821+290.9% | $1,319+143.3% | $2,790+15.0% |
| Participant deferral / active EE | $5,302 | $1,651+221.2% | $2,441+117.2% | $4,249+24.8% |
| Admin fee / account holder | $4,633 | $3,059+51.4% | $4,706-1.6% | $8,951-48.2% |