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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 | $177,156+41.1% | $147,027+70.1% | $154,746+61.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 5.61% | 21.94%-16.3pp | 20.23%-14.6pp | 172.34%-166.7pp |
| Employer contribution / active EE | $12,364 | $4,336+185.1% | $3,626+241.0% | $4,379+182.3% |
| Participant deferral / active EE | $14,436 | $5,797+149.0% | $4,933+192.7% | $6,730+114.5% |
| Admin fee / account holder | $2,185 | $14,904-85.3% | $12,223-82.1% | $14,365-84.8% |