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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 | $703,902 | $95,975+633.4% | $74,549+844.2% | $135,379+419.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.36% | 56.96%-73.3pp | 32.53%-48.9pp | 519.79%-536.1pp |
| Employer contribution / active EE | $22,413 | $2,716+725.2% | $1,961+1043.0% | $4,779+369.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,927 | $6,522+297.5% | $5,059+412.5% | $10,828+139.4% |