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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 | $314,570 | $100,970+211.5% | $96,576+225.7% | $137,256+129.2% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | -1.79% | 38.16%-40.0pp | 38.47%-40.3pp | 220.34%-222.1pp |
| Employer contribution / active EE | $26,043 | $3,809+583.7% | $3,553+633.0% | $4,156+526.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,924 | $11,312-38.8% | $11,381-39.2% | $12,270-43.6% |