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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 | $97,289+223.3% | $92,805+239.0% | $155,188+102.7% |
| Participation rate | 77.8% | 84.2%-6.4pp | 83.5%-5.7pp | 80.8%-3.0pp |
| Annual return | -1.79% | 29.03%-30.8pp | 31.59%-33.4pp | 148.84%-150.6pp |
| Employer contribution / active EE | $26,043 | $3,632+617.1% | $3,424+660.6% | $4,248+513.1% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,924 | $12,015-42.4% | $10,911-36.5% | $14,480-52.2% |