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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 | $284,667 | $99,079+187.3% | $78,002+264.9% | $273,972+3.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -3.97% | 217.93%-221.9pp | 425.99%-430.0pp | 41.46%-45.4pp |
| Employer contribution / active EE | $10,000 | $3,308+202.3% | $2,470+304.8% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,667 | $8,954-14.4% | $5,481+39.9% | $10,133-24.3% |