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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 | $265,003 | $112,300+136.0% | $90,223+193.7% | $125,389+111.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -11.16% | -0.57%-10.6pp | 1.31%-12.5pp | 282.24%-293.4pp |
| Employer contribution / active EE | $7,211 | $5,181+39.2% | $4,378+64.7% | $4,866+48.2% |
| Participant deferral / active EE | $10,150 | $6,733+50.8% | $5,792+75.2% | $5,352+89.7% |
| Admin fee / account holder | $190,332 | $10,990+1631.9% | $7,406+2470.1% | $9,541+1894.9% |