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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 | $597,159 | $167,352+256.8% | $143,788+315.3% | $134,509+344.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.48% | 0.47%-27.9pp | -0.03%-27.4pp | 418.13%-445.6pp |
| Employer contribution / active EE | $4,535 | $5,620-19.3% | $4,952-8.4% | $4,741-4.3% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $38,903 | $18,091+115.0% | $14,675+165.1% | $11,427+240.5% |