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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 | $358,732 | $138,075+159.8% | $123,552+190.3% | $135,379+165.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.59% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $6,250 | $5,152+21.3% | $4,628+35.0% | $4,779+30.8% |
| Participant deferral / active EE | $6,068 | $6,800-10.8% | $6,426-5.6% | $5,609+8.2% |
| Admin fee / account holder | $3,718 | $10,917-65.9% | $9,285-60.0% | $10,828-65.7% |