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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 | $382,673 | $138,075+177.1% | $123,552+209.7% | $135,379+182.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.35% | 153.70%-163.0pp | 119.20%-128.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $37,000 | $5,152+618.2% | $4,628+699.5% | $4,779+674.2% |
| Participant deferral / active EE | $22,000 | $6,800+223.6% | $6,426+242.4% | $5,609+292.2% |
| Admin fee / account holder | $1,979 | $10,917-81.9% | $9,285-78.7% | $10,828-81.7% |