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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 | $373,831 | $110,410+238.6% | $102,437+264.9% | $145,897+156.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | -1.12% | 24.85%-26.0pp | 24.95%-26.1pp | 552.29%-553.4pp |
| Employer contribution / active EE | $2,293 | $4,217-45.6% | $3,871-40.7% | $4,663-50.8% |
| Participant deferral / active EE | $4,991 | $5,622-11.2% | $5,060-1.4% | $6,689-25.4% |
| Admin fee / account holder | $35,157 | $9,745+260.8% | $8,388+319.1% | $13,390+162.6% |