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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 | $306,067 | $127,386+140.3% | $115,037+166.1% | $125,388+144.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.43% | 31.28%-37.7pp | 26.14%-32.6pp | 282.24%-288.7pp |
| Employer contribution / active EE | $13,212 | $5,166+155.7% | $4,608+186.7% | $4,866+171.5% |
| Participant deferral / active EE | $13,485 | $6,423+110.0% | $6,026+123.8% | $5,352+152.0% |
| Admin fee / account holder | $500 | $9,516-94.7% | $8,175-93.9% | $9,541-94.8% |