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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 | $1,289,320 | $154,193+736.2% | $130,045+891.4% | $139,466+824.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -12.07% | 32.51%-44.6pp | -137.30%+125.2pp | 373.66%-385.7pp |
| Employer contribution / active EE | $2,656 | $5,292-49.8% | $4,321-38.5% | $4,754-44.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,234 | $13,989-12.5% | $10,600+15.4% | $11,409+7.2% |