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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 | $484,192 | $167,352+189.3% | $143,788+236.7% | $134,509+260.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.91% | 0.47%-21.4pp | -0.03%-20.9pp | 418.13%-439.0pp |
| Employer contribution / active EE | $3,527 | $5,620-37.3% | $4,952-28.8% | $4,741-25.6% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $6,941 | $18,091-61.6% | $14,675-52.7% | $11,427-39.3% |