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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 | $2,366,706 | $167,362+1314.1% | $143,799+1545.8% | $134,532+1659.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.90% | 0.47%-34.4pp | -0.04%-33.9pp | 418.27%-452.2pp |
| Employer contribution / active EE | $17,157 | $5,620+205.3% | $4,952+246.4% | $4,741+261.9% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $40,632 | $18,094+124.6% | $14,677+176.8% | $11,429+255.5% |