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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 | $265,252 | $181,896+45.8% | $156,551+69.4% | $273,972-3.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.56% | 30.74%-28.2pp | 32.23%-29.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $18,118 | $6,248+190.0% | $5,501+229.3% | $4,869+272.1% |
| Participant deferral / active EE | $12,660 | $5,550+128.1% | $4,871+159.9% | $5,287+139.4% |
| Admin fee / account holder | $1,150 | $15,560-92.6% | $13,028-91.2% | $10,133-88.7% |