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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 | $2,249,680 | $158,827+1316.4% | $121,208+1756.0% | $135,382+1561.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.04% | -0.64%-9.4pp | 16.93%-27.0pp | 519.77%-529.8pp |
| Employer contribution / active EE | $52,628 | $5,666+828.9% | $4,023+1208.3% | $4,779+1001.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $307,098 | $6,514+4614.8% | $5,020+6017.2% | $10,829+2736.0% |