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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 | $254,759+317.8% | $216,567+391.5% | $198,609+435.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 81.6%+3.0pp | 82.4%+2.2pp |
| Annual return | -17.57% | 10.04%-27.6pp | 12.94%-30.5pp | 202.70%-220.3pp |
| Employer contribution / active EE | $3,091 | $6,096-49.3% | $5,216-40.7% | $5,055-38.9% |
| Participant deferral / active EE | $3,139 | $6,948-54.8% | $6,191-49.3% | $6,977-55.0% |
| Admin fee / account holder | $2,864 | $26,311-89.1% | $21,981-87.0% | $19,030-85.0% |