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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 | $333,377 | $167,522+99.0% | $151,639+119.8% | $134,532+147.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -30.65% | 7.81%-38.5pp | 3.34%-34.0pp | 418.27%-448.9pp |
| Employer contribution / active EE | $4,225 | $6,828-38.1% | $6,165-31.5% | $4,741-10.9% |
| Participant deferral / active EE | $10,179 | $8,986+13.3% | $8,363+21.7% | $6,401+59.0% |
| Admin fee / account holder | $54,195 | $13,780+293.3% | $11,613+366.7% | $11,429+374.2% |