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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 | $258,180 | $154,159+67.5% | $130,026+98.6% | $139,456+85.1% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 1.17% | 32.50%-31.3pp | -137.26%+138.4pp | 373.45%-372.3pp |
| Employer contribution / active EE | $17,000 | $5,292+221.3% | $4,321+293.4% | $4,753+257.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,250 | $14,001-69.6% | $10,608-59.9% | $11,407-62.7% |