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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 | $311,544 | $148,623+109.6% | $135,974+129.1% | $139,466+123.4% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | -7.79% | 79.30%-87.1pp | 68.30%-76.1pp | 373.66%-381.4pp |
| Employer contribution / active EE | $4,923 | $5,246-6.2% | $4,859+1.3% | $4,754+3.6% |
| Participant deferral / active EE | $11,353 | $8,103+40.1% | $7,760+46.3% | $6,712+69.1% |
| Admin fee / account holder | $2,537 | $12,406-79.6% | $10,767-76.4% | $11,409-77.8% |