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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 | $285,502 | $167,362+70.6% | $143,799+98.5% | $134,532+112.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.67% | 0.47%-23.1pp | -0.04%-22.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $11,126 | $5,620+98.0% | $4,952+124.7% | $4,741+134.7% |
| Participant deferral / active EE | $7,032 | $6,447+9.1% | $5,638+24.7% | $6,401+9.9% |
| Admin fee / account holder | $10,069 | $18,094-44.4% | $14,677-31.4% | $11,429-11.9% |