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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 | $467,598 | $100,895+363.4% | $90,430+417.1% | $158,950+194.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -4.69% | 1725.54%-1730.2pp | 1293.73%-1298.4pp | 302.91%-307.6pp |
| Employer contribution / active EE | $10,657 | $3,689+188.9% | $3,262+226.7% | $4,762+123.8% |
| Participant deferral / active EE | $7,104 | $4,347+63.4% | $3,963+79.3% | $5,983+18.7% |
| Admin fee / account holder | $1,971 | $6,505-69.7% | $5,613-64.9% | $11,248-82.5% |