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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 | $184,014+455.1% | $161,149+533.9% | $138,895+635.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | -34.12% | 21.52%-55.6pp | 21.16%-55.3pp | 145.39%-179.5pp |
| Employer contribution / active EE | $10,910 | $5,055+115.8% | $4,360+150.2% | $4,194+160.1% |
| Participant deferral / active EE | $33,220 | $6,909+380.8% | $6,153+439.9% | $6,396+419.4% |
| Admin fee / account holder | $22,532 | $18,027+25.0% | $15,194+48.3% | $12,562+79.4% |