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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 | $91,538+217.6% | $130,014+123.6% | $75,173+286.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 4.33% | -631.11%+635.4pp | -137.22%+141.5pp | 160.65%-156.3pp |
| Employer contribution / active EE | $17,211 | $2,845+504.9% | $4,320+298.4% | $2,670+544.5% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,946 | $6,790-27.2% | $10,616-53.4% | $5,651-12.5% |