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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 | $250,402 | $167,353+49.6% | $143,797+74.1% | $134,545+86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.67% | 0.48%-21.1pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $6,472 | $5,620+15.2% | $4,952+30.7% | $4,742+36.5% |
| Participant deferral / active EE | $10,586 | $6,447+64.2% | $5,638+87.8% | $6,401+65.4% |
| Admin fee / account holder | $1,433 | $18,096-92.1% | $14,679-90.2% | $11,431-87.5% |