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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 | $423,287 | $92,798+356.1% | $96,707+337.7% | $137,256+208.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.43% | 31.24%-19.8pp | 34.78%-23.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $4,019 | $4,147-3.1% | $4,191-4.1% | $4,156-3.3% |
| Participant deferral / active EE | $11,902 | $5,877+102.5% | $5,997+98.5% | $6,407+85.8% |
| Admin fee / account holder | $536 | $7,946-93.3% | $7,503-92.9% | $12,270-95.6% |