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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 | $250,115 | $100,970+147.7% | $96,576+159.0% | $137,256+82.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.51% | 38.16%-27.7pp | 38.47%-28.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,648 | $3,809-4.2% | $3,553+2.7% | $4,156-12.2% |
| Participant deferral / active EE | $11,316 | $8,286+36.6% | $7,956+42.2% | $6,407+76.6% |
| Admin fee / account holder | $19,110 | $11,312+68.9% | $11,381+67.9% | $12,270+55.7% |