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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 | $283,771 | $57,541+393.2% | $95,759+196.3% | $75,177+277.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -2.11% | 34.93%-37.0pp | 28.42%-30.5pp | 160.75%-162.9pp |
| Employer contribution / active EE | $2,979 | $1,808+64.8% | $2,836+5.0% | $2,671+11.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $736 | $4,099-82.0% | $5,678-87.0% | $5,651-87.0% |