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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 | $608,847 | $157,304+287.1% | $141,197+331.2% | $152,909+298.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.22% | 64.34%-65.6pp | 71.41%-72.6pp | 345.46%-346.7pp |
| Employer contribution / active EE | $8,456 | $5,263+60.7% | $4,736+78.5% | $4,764+77.5% |
| Participant deferral / active EE | $10,531 | $7,111+48.1% | $6,710+56.9% | $5,851+80.0% |
| Admin fee / account holder | $7,836 | $12,126-35.4% | $10,265-23.7% | $11,601-32.5% |