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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 | $250,035 | $161,352+55.0% | $134,172+86.4% | $137,256+82.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 5.61% | 28.72%-23.1pp | 25.30%-19.7pp | 220.34%-214.7pp |
| Employer contribution / active EE | $12,364 | $4,099+201.6% | $3,420+261.5% | $4,156+197.5% |
| Participant deferral / active EE | $14,436 | $5,552+160.0% | $4,690+207.8% | $6,407+125.3% |
| Admin fee / account holder | $2,185 | $15,028-85.5% | $12,016-81.8% | $12,270-82.2% |