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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 | $275,492 | $102,609+168.5% | $98,090+180.9% | $138,895+98.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 9.00% | 36.44%-27.4pp | 37.05%-28.0pp | 145.39%-136.4pp |
| Employer contribution / active EE | $3,405 | $3,867-12.0% | $3,606-5.6% | $4,194-18.8% |
| Participant deferral / active EE | $14,430 | $8,167+76.7% | $7,845+83.9% | $6,396+125.6% |
| Admin fee / account holder | $2,845 | $11,434-75.1% | $11,815-75.9% | $12,562-77.4% |