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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 | $292,396 | $197,637+47.9% | $177,848+64.4% | $158,982+83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -13.15% | 58.77%-71.9pp | 48.33%-61.5pp | 302.99%-316.1pp |
| Employer contribution / active EE | $18,531 | $6,698+176.6% | $5,919+213.1% | $4,763+289.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,301 | $15,406-85.1% | $12,431-81.5% | $11,252-79.5% |