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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 | $1,083,314 | $162,785+565.5% | $133,959+708.7% | $158,950+581.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.52% | 41.94%-40.4pp | 45.09%-43.6pp | 302.91%-301.4pp |
| Employer contribution / active EE | $3,672 | $4,975-26.2% | $3,919-6.3% | $4,762-22.9% |
| Participant deferral / active EE | $7,200 | $5,910+21.8% | $5,047+42.7% | $5,983+20.3% |
| Admin fee / account holder | $9,735 | $11,738-17.1% | $8,928+9.0% | $11,248-13.5% |