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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 | $486,507 | $138,312+251.7% | $122,979+295.6% | $155,188+213.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.15% | 22.06%-15.9pp | 20.12%-14.0pp | 148.84%-142.7pp |
| Employer contribution / active EE | $3,761 | $3,530+6.5% | $3,062+22.8% | $4,248-11.5% |
| Participant deferral / active EE | $15,824 | $5,592+182.9% | $5,003+216.3% | $6,531+142.3% |
| Admin fee / account holder | $2,439 | $15,089-83.8% | $12,864-81.0% | $14,480-83.2% |