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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 | $350,210 | $167,352+109.3% | $143,788+143.6% | $134,509+160.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.41% | 0.47%-22.9pp | -0.03%-22.4pp | 418.13%-440.5pp |
| Employer contribution / active EE | $12,688 | $5,620+125.8% | $4,952+156.2% | $4,741+167.7% |
| Participant deferral / active EE | $7,902 | $6,447+22.6% | $5,638+40.2% | $6,400+23.5% |
| Admin fee / account holder | $3,822 | $18,091-78.9% | $14,675-74.0% | $11,427-66.6% |