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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 | $989,326 | $131,835+650.4% | $108,582+811.1% | $273,972+261.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.84% | -91.57%+90.7pp | -51.70%+50.9pp | 41.46%-42.3pp |
| Employer contribution / active EE | $15,875 | $4,913+223.1% | $3,758+322.4% | $4,869+226.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,505 | $10,253-56.1% | $7,645-41.1% | $10,133-55.5% |