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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 | $297,211 | $102,609+189.7% | $98,090+203.0% | $138,895+114.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 6.62% | 36.44%-29.8pp | 37.05%-30.4pp | 145.39%-138.8pp |
| Employer contribution / active EE | $19,009 | $3,867+391.5% | $3,606+427.1% | $4,194+353.2% |
| Participant deferral / active EE | $35,429 | $8,167+333.8% | $7,845+351.6% | $6,396+453.9% |
| Admin fee / account holder | $480,476 | $11,434+4102.1% | $11,815+3966.7% | $12,562+3724.8% |