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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 | $344,242 | $125,778+173.7% | $114,563+200.5% | $154,746+122.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -0.62% | 295.14%-295.8pp | 241.09%-241.7pp | 172.34%-173.0pp |
| Employer contribution / active EE | $2,460 | $2,806-12.3% | $2,592-5.1% | $4,379-43.8% |
| Participant deferral / active EE | $15,405 | $4,445+246.6% | $4,142+271.9% | $6,730+128.9% |
| Admin fee / account holder | $1,437 | $8,190-82.5% | $7,623-81.1% | $14,365-90.0% |