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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 | $289,199 | $92,219+213.6% | $76,768+276.7% | $135,379+113.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.76% | 5.46%-16.2pp | 2.43%-13.2pp | 519.79%-530.5pp |
| Employer contribution / active EE | $9,121 | $3,216+183.6% | $2,485+267.0% | $4,779+90.9% |
| Participant deferral / active EE | $10,866 | $4,508+141.0% | $3,852+182.1% | $5,609+93.7% |
| Admin fee / account holder | $17,290 | $10,749+60.9% | $6,675+159.0% | $10,828+59.7% |