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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 | $913,700 | $114,119+700.7% | $107,187+752.4% | $138,895+557.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | -27.07% | 273.21%-300.3pp | 204.55%-231.6pp | 145.39%-172.5pp |
| Employer contribution / active EE | $5,000 | $4,059+23.2% | $3,782+32.2% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,817 | $10,024-71.9% | $9,162-69.3% | $12,562-77.6% |