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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 | $1,423,163 | $72,177+1871.8% | $115,038+1137.1% | $59,633+2286.5% |
| Participation rate | 77.3% | 72.6%+4.7pp | 81.4%-4.1pp | 68.7%+8.6pp |
| Annual return | -5.47% | 12.02%-17.5pp | 26.14%-31.6pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $29,923 | $2,841+953.2% | $4,608+549.4% | $2,203+1258.5% |
| Participant deferral / active EE | $20,343 | $4,783+325.3% | $6,026+237.6% | $3,192+537.4% |
| Admin fee / account holder | $85,381 | $4,927+1632.9% | $8,175+944.4% | $4,297+1887.0% |