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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 | $295,933 | $100,792+193.6% | $86,691+241.4% | $134,509+120.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -33.19% | 29.08%-62.3pp | 35.94%-69.1pp | 418.13%-451.3pp |
| Employer contribution / active EE | $1,488 | $3,491-57.4% | $2,837-47.5% | $4,741-68.6% |
| Participant deferral / active EE | $19,488 | $5,339+265.0% | $4,656+318.6% | $6,400+204.5% |
| Admin fee / account holder | $413 | $10,924-96.2% | $7,492-94.5% | $11,427-96.4% |