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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 | $1,037,120 | $78,694+1217.9% | $67,653+1433.0% | $125,388+727.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.96% | 9.46%-15.4pp | 6625.22%-6631.2pp | 282.24%-288.2pp |
| Employer contribution / active EE | $42,732 | $3,044+1303.9% | $2,266+1786.1% | $4,866+778.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,394 | $7,403-13.6% | $4,821+32.6% | $9,541-33.0% |