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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 | $296,286 | $138,068+114.6% | $125,358+136.4% | $134,493+120.3% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -34.12% | 750.30%-784.4pp | 572.03%-606.2pp | 418.01%-452.1pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,354 | $7,799-5.7% | $7,447-1.2% | $6,400+14.9% |
| Admin fee / account holder | $2,021 | $11,568-82.5% | $10,007-79.8% | $11,425-82.3% |