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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 | $1,159,374 | $154,193+651.9% | $130,045+791.5% | $139,466+731.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -0.19% | 32.51%-32.7pp | -137.30%+137.1pp | 373.66%-373.9pp |
| Employer contribution / active EE | $39,186 | $5,292+640.5% | $4,321+806.8% | $4,754+724.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $35,171 | $13,989+151.4% | $10,600+231.8% | $11,409+208.3% |