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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 | $69,118+358.9% | $53,647+491.3% | $138,895+128.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -16.35% | 248.26%-264.6pp | 358.33%-374.7pp | 145.39%-161.7pp |
| Employer contribution / active EE | $16,342 | $1,189+1273.9% | $962+1598.7% | $4,194+289.6% |
| Participant deferral / active EE | $5,464 | $2,274+140.3% | $1,813+201.3% | $6,396-14.6% |
| Admin fee / account holder | $418 | $2,724-84.6% | $2,460-83.0% | $12,562-96.7% |