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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 | $645,199 | $149,741+330.9% | $118,914+442.6% | $158,982+305.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.30% | 19.94%-16.6pp | 35.89%-32.6pp | 302.99%-299.7pp |
| Employer contribution / active EE | $8,077 | $4,119+96.1% | $3,264+147.4% | $4,763+69.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,744 | $8,607-68.1% | $6,582-58.3% | $11,252-75.6% |