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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 | $360,824 | $113,941+216.7% | $94,229+282.9% | $125,389+187.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.55% | 5.29%-10.8pp | 10.68%-16.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $12,994 | $4,727+174.9% | $3,587+262.3% | $4,866+167.0% |
| Participant deferral / active EE | $3,864 | $5,179-25.4% | $4,320-10.6% | $5,352-27.8% |
| Admin fee / account holder | $38,259 | $8,392+355.9% | $6,269+510.3% | $9,541+301.0% |