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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 | $613,573 | $183,592+234.2% | $155,574+294.4% | $145,877+320.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -0.09% | 61.37%-61.5pp | 64.87%-65.0pp | 551.28%-551.4pp |
| Employer contribution / active EE | $11,157 | $5,317+109.8% | $4,676+138.6% | $4,663+139.3% |
| Participant deferral / active EE | $5,204 | $6,466-19.5% | $5,629-7.6% | $6,691-22.2% |
| Admin fee / account holder | $1,461 | $19,316-92.4% | $15,914-90.8% | $13,402-89.1% |