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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 | $522,587 | $87,544+496.9% | $75,784+589.6% | $125,388+316.8% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -4.68% | 13.49%-18.2pp | 9.68%-14.4pp | 282.24%-286.9pp |
| Employer contribution / active EE | $19,647 | $3,930+399.9% | $3,323+491.2% | $4,866+303.7% |
| Participant deferral / active EE | $5,261 | $4,229+24.4% | $3,652+44.1% | $5,352-1.7% |
| Admin fee / account holder | $5,977 | $6,502-8.1% | $5,300+12.8% | $9,541-37.4% |