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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 | $346,780 | $136,860+153.4% | $120,344+188.2% | $154,746+124.1% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | -5.08% | 21.38%-26.5pp | 20.30%-25.4pp | 172.34%-177.4pp |
| Employer contribution / active EE | $26,403 | $3,533+647.3% | $3,020+774.2% | $4,379+502.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,747 | $15,393-82.2% | $12,742-78.4% | $14,365-80.9% |