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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 | $570,211 | $95,915+494.5% | $79,580+616.5% | $134,532+323.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.64% | -2.71%-23.9pp | 0.15%-26.8pp | 418.27%-444.9pp |
| Employer contribution / active EE | $2,724 | $3,129-12.9% | $2,413+12.9% | $4,741-42.5% |
| Participant deferral / active EE | $13,259 | $4,693+182.5% | $3,985+232.7% | $6,401+107.1% |
| Admin fee / account holder | $123,903 | $9,132+1256.9% | $6,835+1712.8% | $11,429+984.2% |