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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 | $389,017 | $131,835+195.1% | $108,582+258.3% | $273,972+42.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 1.78% | -91.57%+93.4pp | -51.70%+53.5pp | 41.46%-39.7pp |
| Employer contribution / active EE | $18,667 | $4,913+280.0% | $3,758+396.7% | $4,869+283.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,990 | $10,253-61.1% | $7,645-47.8% | $10,133-60.6% |