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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 | $267,755 | $99,011+170.4% | $86,582+209.2% | $147,586+81.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.03% | 1312.75%-1304.7pp | 965.08%-957.1pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,055 | $3,132-34.4% | $2,839-27.6% | $4,876-57.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,599 | $5,709+138.2% | $4,904+177.3% | $10,886+24.9% |