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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 | $260,351 | $82,674+214.9% | $125,381+107.6% | $68,486+280.2% |
| Participation rate | 98.8% | 75.1%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -20.84% | -5.97%-14.9pp | 572.31%-593.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $5,160 | $3,382+52.6% | $4,815+7.2% | $2,597+98.7% |
| Participant deferral / active EE | $11,877 | $6,111+94.4% | $7,448+59.5% | $4,028+194.9% |
| Admin fee / account holder | $19,845 | $6,277+216.2% | $10,007+98.3% | $5,404+267.2% |