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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 | $260,207 | $116,203+123.9% | $93,621+177.9% | $152,909+70.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -1.40% | 35.96%-37.4pp | 32.76%-34.2pp | 345.46%-346.9pp |
| Employer contribution / active EE | $2,551 | $3,219-20.7% | $2,719-6.2% | $4,764-46.4% |
| Participant deferral / active EE | $10,000 | $4,605+117.2% | $4,070+145.7% | $5,851+70.9% |
| Admin fee / account holder | $23,297 | $10,751+116.7% | $7,890+195.3% | $11,601+100.8% |