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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 | $431,355 | $27,632+1461.1% | $61,399+602.5% | $68,495+529.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -44.31% | -13.24%-31.1pp | 338.81%-383.1pp | -7.84%-36.5pp |
| Employer contribution / active EE | $3,405 | $696+389.4% | $1,159+193.7% | $2,596+31.2% |
| Participant deferral / active EE | $5,968 | $1,264+372.3% | $2,124+180.9% | $4,028+48.2% |
| Admin fee / account holder | $789 | $2,010-60.7% | $2,131-63.0% | $5,403-85.4% |