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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 | $333,142 | $211,105+57.8% | $178,449+86.7% | $145,978+128.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.88% | 30.19%-26.3pp | 27.09%-23.2pp | 550.52%-546.6pp |
| Employer contribution / active EE | $19,873 | $4,569+335.0% | $3,951+403.0% | $4,662+326.3% |
| Participant deferral / active EE | $17,300 | $6,959+148.6% | $6,277+175.6% | $6,690+158.6% |
| Admin fee / account holder | $12,480 | $12,017+3.9% | $10,362+20.4% | $13,400-6.9% |