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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 | $184,014+478.4% | $161,149+560.5% | $138,895+666.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.8%+5.8pp | 79.9%+4.7pp |
| Annual return | -17.57% | 21.52%-39.1pp | 21.16%-38.7pp | 145.39%-163.0pp |
| Employer contribution / active EE | $3,091 | $5,055-38.8% | $4,360-29.1% | $4,194-26.3% |
| Participant deferral / active EE | $3,139 | $6,909-54.6% | $6,153-49.0% | $6,396-50.9% |
| Admin fee / account holder | $2,864 | $18,027-84.1% | $15,194-81.2% | $12,562-77.2% |