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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 | $529,371 | $157,270+236.6% | $141,173+275.0% | $152,870+246.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -4.53% | 64.33%-68.9pp | 71.40%-75.9pp | 345.34%-349.9pp |
| Employer contribution / active EE | $33,411 | $5,261+535.0% | $4,735+605.6% | $4,763+601.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,158 | $12,121-49.2% | $10,262-40.0% | $11,597-46.9% |