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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 | $124,425+178.7% | $112,040+209.5% | $137,256+152.7% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | -5.08% | 24.72%-29.8pp | 24.52%-29.6pp | 220.34%-225.4pp |
| Employer contribution / active EE | $26,403 | $3,411+674.0% | $2,954+793.8% | $4,156+535.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,747 | $15,207-81.9% | $12,098-77.3% | $12,270-77.6% |