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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 | $290,716 | $91,536+217.6% | $130,062+123.5% | $75,177+286.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 4.33% | -631.62%+635.9pp | -137.37%+141.7pp | 160.75%-156.4pp |
| Employer contribution / active EE | $17,211 | $2,845+505.0% | $4,322+298.2% | $2,671+544.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,946 | $6,780-27.0% | $10,601-53.3% | $5,651-12.5% |