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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 | $316,278 | $69,518+355.0% | $59,887+428.1% | $135,379+133.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -17.22% | 7.95%-25.2pp | 3.46%-20.7pp | 519.79%-537.0pp |
| Employer contribution / active EE | $13,586 | $3,235+320.0% | $2,722+399.1% | $4,779+184.3% |
| Participant deferral / active EE | $7,033 | $4,204+67.3% | $3,402+106.7% | $5,609+25.4% |
| Admin fee / account holder | $29,370 | $5,734+412.2% | $3,591+717.8% | $10,828+171.2% |