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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 | $275,229 | $167,362+64.5% | $143,799+91.4% | $134,532+104.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -20.74% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $4,197 | $5,620-25.3% | $4,952-15.3% | $4,741-11.5% |
| Participant deferral / active EE | $8,096 | $6,447+25.6% | $5,638+43.6% | $6,401+26.5% |
| Admin fee / account holder | $9,481 | $18,094-47.6% | $14,677-35.4% | $11,429-17.0% |