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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 | $256,162 | $93,346+174.4% | $71,796+256.8% | $273,972-6.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -8.83% | 130.39%-139.2pp | 78.04%-86.9pp | 41.46%-50.3pp |
| Employer contribution / active EE | $3,409 | $2,733+24.7% | $1,924+77.1% | $4,869-30.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,084 | $6,571-22.6% | $4,815+5.6% | $10,133-49.8% |