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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 | $334,682 | $113,941+193.7% | $94,229+255.2% | $125,389+166.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.33% | 5.29%-9.6pp | 10.68%-15.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,487 | $4,727-47.4% | $3,587-30.7% | $4,866-48.9% |
| Participant deferral / active EE | $1,983 | $5,179-61.7% | $4,320-54.1% | $5,352-63.0% |
| Admin fee / account holder | $61,639 | $8,392+634.5% | $6,269+883.2% | $9,541+546.1% |