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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 | $293,614 | $149,778+96.0% | $118,946+146.8% | $158,966+84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.31% | 19.95%-15.6pp | 35.89%-31.6pp | 302.95%-298.6pp |
| Employer contribution / active EE | $1,817 | $4,117-55.9% | $3,263-44.3% | $4,762-61.9% |
| Participant deferral / active EE | $5,248 | $5,225+0.4% | $4,266+23.0% | $5,983-12.3% |
| Admin fee / account holder | $8,880 | $8,604+3.2% | $6,581+34.9% | $11,250-21.1% |