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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 | $280,870 | $167,533+67.7% | $151,645+85.2% | $134,545+108.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.29% | 7.81%-36.1pp | 3.34%-31.6pp | 418.37%-446.7pp |
| Employer contribution / active EE | $2,181 | $6,828-68.1% | $6,165-64.6% | $4,742-54.0% |
| Participant deferral / active EE | $10,750 | $8,985+19.6% | $8,363+28.5% | $6,401+67.9% |
| Admin fee / account holder | $2,219 | $13,781-83.9% | $11,614-80.9% | $11,431-80.6% |