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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 | $524,413 | $213,785+145.3% | $185,441+182.8% | $155,188+237.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 2.04% | 19.97%-17.9pp | 20.16%-18.1pp | 148.84%-146.8pp |
| Employer contribution / active EE | $10,000 | $5,393+85.4% | $4,672+114.0% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,244 | $21,134-70.5% | $17,890-65.1% | $14,480-56.9% |