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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 | $320,559 | $138,078+132.2% | $125,363+155.7% | $134,509+138.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.97% | 750.49%-771.5pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $9,960 | $5,245+89.9% | $4,815+106.9% | $4,741+110.1% |
| Participant deferral / active EE | $11,424 | $7,800+46.5% | $7,447+53.4% | $6,400+78.5% |
| Admin fee / account holder | $4,448 | $11,566-61.5% | $10,005-55.5% | $11,427-61.1% |