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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 | $1,167,562 | $99,079+1078.4% | $78,002+1396.8% | $273,972+326.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -8.78% | 217.93%-226.7pp | 425.99%-434.8pp | 41.46%-50.2pp |
| Employer contribution / active EE | $2,230 | $3,308-32.6% | $2,470-9.7% | $4,869-54.2% |
| Participant deferral / active EE | $48,000 | $4,306+1014.7% | $3,497+1272.6% | $5,287+807.8% |
| Admin fee / account holder | $107,533 | $8,954+1101.0% | $5,481+1862.0% | $10,133+961.3% |