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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 | $271,212 | $101,618+166.9% | $93,063+191.4% | $137,256+97.6% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | -15.82% | 223.95%-239.8pp | 34.15%-50.0pp | 220.34%-236.2pp |
| Employer contribution / active EE | $1,720 | $2,707-36.5% | $2,476-30.6% | $4,156-58.6% |
| Participant deferral / active EE | $6,540 | $4,279+52.8% | $3,958+65.2% | $6,407+2.1% |
| Admin fee / account holder | $3,298 | $6,198-46.8% | $6,033-45.3% | $12,270-73.1% |