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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 | $303,680 | $93,124+226.1% | $77,100+293.9% | $134,545+125.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.52% | 62.68%-86.2pp | 42.35%-65.9pp | 418.37%-441.9pp |
| Employer contribution / active EE | $2,195 | $3,421-35.8% | $2,815-22.0% | $4,742-53.7% |
| Participant deferral / active EE | $12,702 | $5,242+142.3% | $4,430+186.8% | $6,401+98.4% |
| Admin fee / account holder | $9,707 | $6,970+39.3% | $5,443+78.3% | $11,431-15.1% |