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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 | $420,621 | $168,635+149.4% | $147,617+184.9% | $125,389+235.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -5.46% | 77.65%-83.1pp | 61.98%-67.4pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,649 | $6,252-73.6% | $5,564-70.4% | $4,866-66.1% |
| Participant deferral / active EE | $3,574 | $5,507-35.1% | $4,895-27.0% | $5,352-33.2% |
| Admin fee / account holder | $28,893 | $13,580+112.8% | $11,612+148.8% | $9,541+202.8% |