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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 | $507,388 | $82,674+513.7% | $125,363+304.7% | $68,495+640.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.02% | -5.97%-18.1pp | 572.15%-596.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $8,680 | $3,382+156.7% | $4,815+80.3% | $2,596+234.3% |
| Participant deferral / active EE | $13,404 | $6,111+119.3% | $7,447+80.0% | $4,028+232.8% |
| Admin fee / account holder | $59,570 | $6,276+849.1% | $10,005+495.4% | $5,403+1002.5% |