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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 | $438,245 | $181,896+140.9% | $156,551+179.9% | $273,972+60.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.11% | 30.74%-28.6pp | 32.23%-30.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $6,180 | $6,248-1.1% | $5,501+12.3% | $4,869+26.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,347 | $15,560-72.1% | $13,028-66.6% | $10,133-57.1% |