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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 | $1,021,551 | $254,759+301.0% | $216,567+371.7% | $198,609+414.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -34.12% | 10.04%-44.2pp | 12.94%-47.1pp | 202.70%-236.8pp |
| Employer contribution / active EE | $10,910 | $6,096+78.9% | $5,216+109.2% | $5,055+115.8% |
| Participant deferral / active EE | $33,220 | $6,948+378.1% | $6,191+436.6% | $6,977+376.1% |
| Admin fee / account holder | $22,532 | $26,311-14.4% | $21,981+2.5% | $19,030+18.4% |