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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 | $111,535+719.2% | $105,223+768.3% | $137,256+565.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -27.07% | 237.85%-264.9pp | 180.65%-207.7pp | 220.34%-247.4pp |
| Employer contribution / active EE | $5,000 | $3,939+26.9% | $3,689+35.6% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,817 | $9,721-71.0% | $8,859-68.2% | $12,270-77.0% |