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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 | $905,952 | $148,629+509.5% | $135,982+566.2% | $139,487+549.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | -15.36% | 79.33%-94.7pp | 68.32%-83.7pp | 373.84%-389.2pp |
| Employer contribution / active EE | $38,846 | $5,247+640.4% | $4,859+699.5% | $4,755+717.0% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $214,085 | $12,406+1625.6% | $10,767+1888.3% | $11,407+1776.7% |