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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 | $307,543 | $112,121+174.3% | $95,960+220.5% | $158,966+93.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.29% | 171.16%-171.5pp | 91.63%-91.9pp | 302.95%-303.2pp |
| Employer contribution / active EE | $9,612 | $3,199+200.5% | $2,541+278.2% | $4,762+101.8% |
| Participant deferral / active EE | $10,910 | $4,784+128.1% | $4,167+161.9% | $5,983+82.4% |
| Admin fee / account holder | $5,111 | $10,135-49.6% | $6,797-24.8% | $11,250-54.6% |