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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 | $638,850 | $97,881+552.7% | $80,004+698.5% | $125,389+409.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -17.58% | 9.36%-26.9pp | 7.63%-25.2pp | 282.24%-299.8pp |
| Employer contribution / active EE | $19,130 | $3,128+511.7% | $2,473+673.7% | $4,866+293.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,347 | $6,278+128.5% | $5,033+185.0% | $9,541+50.4% |