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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 | $272,101 | $121,677+123.6% | $104,625+160.1% | $158,966+71.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 2.37% | 465.58%-463.2pp | 340.60%-338.2pp | 302.95%-300.6pp |
| Employer contribution / active EE | $667 | $3,165-78.9% | $2,681-75.1% | $4,762-86.0% |
| Participant deferral / active EE | $2,988 | $4,175-28.4% | $3,738-20.1% | $5,983-50.1% |
| Admin fee / account holder | $3,917 | $7,777-49.6% | $6,465-39.4% | $11,250-65.2% |