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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 | $278,389 | $209,422+32.9% | $178,503+56.0% | $158,982+75.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.75% | 188.81%-193.6pp | 151.12%-155.9pp | 302.99%-307.7pp |
| Employer contribution / active EE | $4,300 | $5,707-24.7% | $5,011-14.2% | $4,763-9.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,541 | $17,079-9.0% | $13,987+11.1% | $11,252+38.1% |