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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 | $363,575 | $133,998+171.3% | $112,263+223.9% | $134,545+170.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.82% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $4,167 | $4,040+3.1% | $3,636+14.6% | $4,742-12.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,594 | $7,493+254.9% | $6,410+314.9% | $11,431+132.7% |