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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 | $294,973 | $213,785+38.0% | $185,441+59.1% | $155,188+90.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.08% | 19.97%-14.9pp | 20.16%-15.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $3,727 | $5,393-30.9% | $4,672-20.2% | $4,248-12.3% |
| Participant deferral / active EE | $21,667 | $6,864+215.6% | $6,152+252.2% | $6,531+231.7% |
| Admin fee / account holder | $521,876 | $21,134+2369.3% | $17,890+2817.2% | $14,480+3504.2% |