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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 | $413,323 | $167,353+147.0% | $143,797+187.4% | $134,545+207.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.13% | 0.48%-23.6pp | -0.04%-23.1pp | 418.37%-441.5pp |
| Employer contribution / active EE | $10,000 | $5,620+77.9% | $4,952+101.9% | $4,742+110.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,699 | $18,096+19.9% | $14,679+47.8% | $11,431+89.8% |