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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 | $339,363 | $97,761+247.1% | $83,850+304.7% | $135,382+150.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.76% | 1287.44%-1301.2pp | 850.92%-864.7pp | 519.77%-533.5pp |
| Employer contribution / active EE | $20,909 | $4,222+395.3% | $3,631+475.9% | $4,779+337.5% |
| Participant deferral / active EE | $12,286 | $4,682+162.4% | $4,082+201.0% | $5,609+119.0% |
| Admin fee / account holder | $5,442 | $6,674-18.5% | $5,478-0.7% | $10,829-49.7% |