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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 | $275,380 | $142,392+93.4% | $119,622+130.2% | $134,532+104.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.16% | -12.46%-8.7pp | -14.98%-6.2pp | 418.27%-439.4pp |
| Employer contribution / active EE | $12,512 | $5,224+139.5% | $4,232+195.6% | $4,741+163.9% |
| Participant deferral / active EE | $11,509 | $6,467+78.0% | $5,601+105.5% | $6,401+79.8% |
| Admin fee / account holder | $1,851 | $13,593-86.4% | $10,328-82.1% | $11,429-83.8% |