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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 | $259,377 | $121,677+113.2% | $104,625+147.9% | $158,966+63.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -13.14% | 465.58%-478.7pp | 340.60%-353.7pp | 302.95%-316.1pp |
| Employer contribution / active EE | $11,500 | $3,165+263.4% | $2,681+328.9% | $4,762+141.5% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $377 | $7,777-95.2% | $6,465-94.2% | $11,250-96.6% |