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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 | $1,064,417 | $199,109+434.6% | $173,730+512.7% | $154,746+587.8% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.6%+5.0pp | 80.7%+3.9pp |
| Annual return | -17.57% | 20.02%-37.6pp | 19.96%-37.5pp | 172.34%-189.9pp |
| Employer contribution / active EE | $3,091 | $5,311-41.8% | $4,577-32.5% | $4,379-29.4% |
| Participant deferral / active EE | $3,139 | $7,113-55.9% | $6,326-50.4% | $6,730-53.4% |
| Admin fee / account holder | $2,864 | $20,916-86.3% | $17,523-83.7% | $14,365-80.1% |