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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 | $642,210 | $103,392+521.1% | $87,104+637.3% | $152,897+320.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -64.81% | 28.10%-92.9pp | 28.19%-93.0pp | 345.43%-410.2pp |
| Employer contribution / active EE | $22,020 | $3,221+583.7% | $2,521+773.3% | $4,764+362.3% |
| Participant deferral / active EE | $9,785 | $4,778+104.8% | $4,048+141.7% | $5,851+67.2% |
| Admin fee / account holder | $553 | $12,194-95.5% | $7,491-92.6% | $11,599-95.2% |