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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 | $265,515 | $86,891+205.6% | $142,516+86.3% | $75,177+253.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 5.62% | 23.31%-17.7pp | 20.03%-14.4pp | 160.75%-155.1pp |
| Employer contribution / active EE | $3,865 | $3,355+15.2% | $4,849-20.3% | $2,671+44.7% |
| Participant deferral / active EE | $8,221 | $4,938+66.5% | $6,280+30.9% | $4,126+99.2% |
| Admin fee / account holder | $9,201 | $7,299+26.1% | $10,008-8.1% | $5,651+62.8% |