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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 | $481,200 | $160,059+200.6% | $140,019+243.7% | $135,382+255.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.77% | 911.44%-923.2pp | 651.15%-662.9pp | 519.77%-531.5pp |
| Employer contribution / active EE | $13,258 | $6,420+106.5% | $5,605+136.5% | $4,779+177.4% |
| Participant deferral / active EE | $14,697 | $7,641+92.3% | $6,927+112.2% | $5,609+162.0% |
| Admin fee / account holder | $17,500 | $13,328+31.3% | $10,705+63.5% | $10,829+61.6% |