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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 | $736,052 | $175,231+320.0% | $149,696+391.7% | $139,466+427.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -6.45% | 166.77%-173.2pp | 134.46%-140.9pp | 373.66%-380.1pp |
| Employer contribution / active EE | $1,750 | $5,478-68.1% | $4,821-63.7% | $4,754-63.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,857 | $16,155-51.4% | $13,212-40.5% | $11,409-31.1% |