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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 | $307,209 | $135,956+126.0% | $123,894+148.0% | $273,972+12.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -42.75% | 56.63%-99.4pp | 47.52%-90.3pp | 41.46%-84.2pp |
| Employer contribution / active EE | $17,521 | $5,170+238.9% | $4,617+279.5% | $4,869+259.9% |
| Participant deferral / active EE | $6,338 | $6,343-0.1% | $5,984+5.9% | $5,287+19.9% |
| Admin fee / account holder | $25,551 | $9,817+160.3% | $8,357+205.7% | $10,133+152.2% |