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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 | $368,358 | $127,387+189.2% | $115,038+220.2% | $125,389+193.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.00% | 31.28%-35.3pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $14,539 | $5,166+181.4% | $4,608+215.5% | $4,866+198.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,759 | $9,516+55.1% | $8,175+80.5% | $9,541+54.7% |