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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 | $253,932 | $88,707+186.3% | $74,184+242.3% | $273,972-7.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -12.85% | 11.94%-24.8pp | 17.74%-30.6pp | 41.46%-54.3pp |
| Employer contribution / active EE | $45,866 | $3,159+1351.8% | $2,370+1835.2% | $4,869+842.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32,762 | $8,717+275.8% | $5,586+486.5% | $10,133+223.3% |