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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 | $461,070 | $154,159+199.1% | $130,026+254.6% | $139,456+230.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -19.93% | 32.50%-52.4pp | -137.26%+117.3pp | 373.45%-393.4pp |
| Employer contribution / active EE | $4,078 | $5,292-22.9% | $4,321-5.6% | $4,753-14.2% |
| Participant deferral / active EE | $13,443 | $6,710+100.4% | $5,821+131.0% | $6,711+100.3% |
| Admin fee / account holder | $5,130 | $14,001-63.4% | $10,608-51.6% | $11,407-55.0% |