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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 | $376,551 | $167,353+125.0% | $143,797+161.9% | $134,545+179.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.73% | 0.48%-30.2pp | -0.04%-29.7pp | 418.37%-448.1pp |
| Employer contribution / active EE | $6,000 | $5,620+6.8% | $4,952+21.2% | $4,742+26.5% |
| Participant deferral / active EE | $3,143 | $6,447-51.2% | $5,638-44.2% | $6,401-50.9% |
| Admin fee / account holder | $1,612 | $18,096-91.1% | $14,679-89.0% | $11,431-85.9% |