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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 | $309,451 | $138,078+124.1% | $125,363+146.8% | $134,509+130.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -28.32% | 750.49%-778.8pp | 572.15%-600.5pp | 418.13%-446.5pp |
| Employer contribution / active EE | $2,738 | $5,245-47.8% | $4,815-43.1% | $4,741-42.2% |
| Participant deferral / active EE | $6,396 | $7,800-18.0% | $7,447-14.1% | $6,400-0.1% |
| Admin fee / account holder | $3,062 | $11,566-73.5% | $10,005-69.4% | $11,427-73.2% |