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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 | $291,967 | $108,911+168.1% | $100,392+190.8% | $145,884+100.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.61% | 58.23%-58.8pp | 49.45%-50.1pp | 551.85%-552.5pp |
| Employer contribution / active EE | $27,368 | $4,420+519.2% | $3,941+594.3% | $4,662+487.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31,351 | $9,698+223.3% | $7,904+296.6% | $13,392+134.1% |