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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 | $294,359 | $106,267+177.0% | $96,520+205.0% | $139,456+111.1% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | -7.48% | 38.45%-45.9pp | 35.72%-43.2pp | 373.45%-380.9pp |
| Employer contribution / active EE | $2,747 | $4,105-33.1% | $3,739-26.5% | $4,753-42.2% |
| Participant deferral / active EE | $9,034 | $5,454+65.6% | $4,879+85.2% | $6,711+34.6% |
| Admin fee / account holder | $19,300 | $7,882+144.8% | $6,733+186.6% | $11,407+69.2% |