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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 | $1,000,588 | $138,075+624.7% | $123,552+709.9% | $135,379+639.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.13% | 153.70%-168.8pp | 119.20%-134.3pp | 519.79%-534.9pp |
| Employer contribution / active EE | $54,996 | $5,152+967.5% | $4,628+1088.3% | $4,779+1050.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,920 | $10,917+64.1% | $9,285+93.0% | $10,828+65.5% |