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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 | $356,267 | $209,425+70.1% | $178,499+99.6% | $158,966+124.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.40% | 188.80%-189.2pp | 151.10%-151.5pp | 302.95%-303.3pp |
| Employer contribution / active EE | $2,579 | $5,707-54.8% | $5,011-48.5% | $4,762-45.9% |
| Participant deferral / active EE | $10,231 | $5,955+71.8% | $5,202+96.7% | $5,983+71.0% |
| Admin fee / account holder | $33,367 | $17,078+95.4% | $13,986+138.6% | $11,250+196.6% |