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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 | $366,212 | $112,300+226.1% | $90,223+305.9% | $125,389+192.1% |
| Participation rate | 90.9% | 82.9%+8.0pp | 79.0%+11.9pp | 83.2%+7.7pp |
| Annual return | -6.56% | -0.57%-6.0pp | 1.31%-7.9pp | 282.24%-288.8pp |
| Employer contribution / active EE | $4,545 | $5,181-12.3% | $4,378+3.8% | $4,866-6.6% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,429 | $10,990-87.0% | $7,406-80.7% | $9,541-85.0% |