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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 | $455,971 | $138,102+230.2% | $125,381+263.7% | $134,532+238.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.56% | 750.73%-784.3pp | 572.31%-605.9pp | 418.27%-451.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $37,785 | $7,801+384.4% | $7,448+407.3% | $6,401+490.3% |
| Admin fee / account holder | $476,698 | $11,568+4020.8% | $10,007+4663.6% | $11,429+4071.1% |