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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 | $339,884 | $165,399+105.5% | $149,745+127.0% | $158,982+113.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.86% | 348.34%-353.2pp | 276.72%-281.6pp | 302.99%-307.9pp |
| Employer contribution / active EE | $22,301 | $5,105+336.9% | $4,646+380.0% | $4,763+368.2% |
| Participant deferral / active EE | $10,356 | $7,183+44.2% | $6,843+51.3% | $5,983+73.1% |
| Admin fee / account holder | $414 | $10,811-96.2% | $9,312-95.6% | $11,252-96.3% |