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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 | $582,747 | $142,361+309.3% | $119,608+387.2% | $134,509+333.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.58% | -12.46%-11.1pp | -14.98%-8.6pp | 418.13%-441.7pp |
| Employer contribution / active EE | $3,926 | $5,224-24.8% | $4,232-7.2% | $4,741-17.2% |
| Participant deferral / active EE | $17,660 | $6,468+173.0% | $5,601+215.3% | $6,400+175.9% |
| Admin fee / account holder | $29,224 | $13,588+115.1% | $10,326+183.0% | $11,427+155.8% |