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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 | $606,858 | $181,896+233.6% | $156,551+287.6% | $273,972+121.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -10.40% | 30.74%-41.1pp | 32.23%-42.6pp | 41.46%-51.9pp |
| Employer contribution / active EE | $1,341 | $6,248-78.5% | $5,501-75.6% | $4,869-72.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,600 | $15,560-64.0% | $13,028-57.0% | $10,133-44.7% |