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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 | $314,868 | $138,102+128.0% | $125,381+151.1% | $134,532+134.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.38% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $5,223 | $5,245-0.4% | $4,815+8.5% | $4,741+10.2% |
| Participant deferral / active EE | $12,638 | $7,801+62.0% | $7,448+69.7% | $6,401+97.4% |
| Admin fee / account holder | $16,356 | $11,568+41.4% | $10,007+63.4% | $11,429+43.1% |