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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 | $341,440 | $138,072+147.3% | $123,549+176.4% | $135,382+152.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.18% | 153.69%-163.9pp | 119.20%-129.4pp | 519.77%-530.0pp |
| Employer contribution / active EE | $2,810 | $5,152-45.4% | $4,628-39.3% | $4,779-41.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,526 | $10,917-67.7% | $9,284-62.0% | $10,829-67.4% |