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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 | $540,382 | $117,846+358.5% | $102,434+427.5% | $145,884+270.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.32% | 31.90%-32.2pp | 29.46%-29.8pp | 551.85%-552.2pp |
| Employer contribution / active EE | $1,883 | $3,615-47.9% | $3,023-37.7% | $4,662-59.6% |
| Participant deferral / active EE | $14,675 | $5,733+156.0% | $5,055+190.3% | $6,690+119.4% |
| Admin fee / account holder | $4,667 | $13,356-65.1% | $9,462-50.7% | $13,392-65.2% |