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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 | $485,656 | $97,729+396.9% | $83,830+479.3% | $135,379+258.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -11.22% | 1287.52%-1298.7pp | 850.97%-862.2pp | 519.79%-531.0pp |
| Employer contribution / active EE | $1,795 | $4,222-57.5% | $3,631-50.6% | $4,779-62.4% |
| Participant deferral / active EE | $7,267 | $4,683+55.2% | $4,082+78.0% | $5,609+29.6% |
| Admin fee / account holder | $5,812 | $6,674-12.9% | $5,479+6.1% | $10,828-46.3% |