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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 | $305,862 | $167,352+82.8% | $143,788+112.7% | $134,509+127.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.66% | 0.47%-24.1pp | -0.03%-23.6pp | 418.13%-441.8pp |
| Employer contribution / active EE | $11,728 | $5,620+108.7% | $4,952+136.8% | $4,741+147.4% |
| Participant deferral / active EE | $12,599 | $6,447+95.4% | $5,638+123.5% | $6,400+96.8% |
| Admin fee / account holder | $3,596 | $18,091-80.1% | $14,675-75.5% | $11,427-68.5% |