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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 | $255,650 | $105,866+141.5% | $90,766+181.7% | $134,545+90.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.53% | -10.99%-11.5pp | -12.16%-10.4pp | 418.37%-440.9pp |
| Employer contribution / active EE | $4,898 | $3,464+41.4% | $2,922+67.6% | $4,742+3.3% |
| Participant deferral / active EE | $9,899 | $5,217+89.7% | $4,565+116.8% | $6,401+54.6% |
| Admin fee / account holder | $1,780 | $13,938-87.2% | $8,446-78.9% | $11,431-84.4% |