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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 | $649,952 | $110,278+489.4% | $95,740+578.9% | $139,466+366.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -32.61% | 27.19%-59.8pp | 28.41%-61.0pp | 373.66%-406.3pp |
| Employer contribution / active EE | $21,183 | $3,260+549.7% | $2,836+646.9% | $4,754+345.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $370,203 | $6,613+5497.9% | $5,676+6421.8% | $11,409+3144.9% |