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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 | $875,376 | $106,918+718.7% | $84,021+941.8% | $152,897+472.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -3.41% | 105.01%-108.4pp | 71.32%-74.7pp | 345.43%-348.8pp |
| Employer contribution / active EE | $1,830 | $2,735-33.1% | $1,984-7.8% | $4,764-61.6% |
| Participant deferral / active EE | $5,767 | $4,012+43.7% | $3,239+78.0% | $5,851-1.4% |
| Admin fee / account holder | $39,163 | $8,288+372.5% | $6,102+541.8% | $11,599+237.6% |