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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 | $412,353 | $131,835+212.8% | $108,582+279.8% | $273,972+50.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.18% | -91.57%+90.4pp | -51.70%+50.5pp | 41.46%-42.6pp |
| Employer contribution / active EE | $10,000 | $4,913+103.6% | $3,758+166.1% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,175 | $10,253-10.5% | $7,645+20.0% | $10,133-9.5% |