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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 | $317,200 | $174,018+82.3% | $136,833+131.8% | $198,609+59.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | -16.35% | 35.16%-51.5pp | 35.32%-51.7pp | 202.70%-219.1pp |
| Employer contribution / active EE | $16,342 | $1,571+940.2% | $1,319+1139.4% | $5,055+223.3% |
| Participant deferral / active EE | $5,464 | $2,873+90.2% | $2,441+123.8% | $6,977-21.7% |
| Admin fee / account holder | $418 | $5,434-92.3% | $4,706-91.1% | $19,030-97.8% |