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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 | $581,742 | $97,020+499.6% | $83,327+598.1% | $135,380+329.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.29% | 12.31%-23.6pp | 10.64%-21.9pp | 519.81%-531.1pp |
| Employer contribution / active EE | $5,850 | $4,144+41.2% | $3,379+73.1% | $4,779+22.4% |
| Participant deferral / active EE | $12,250 | $5,964+105.4% | $5,565+120.1% | $5,609+118.4% |
| Admin fee / account holder | $1,019 | $8,426-87.9% | $7,540-86.5% | $10,828-90.6% |