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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 | $281,408 | $157,296+78.9% | $141,191+99.3% | $152,897+84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.54% | 64.34%-65.9pp | 71.41%-72.9pp | 345.43%-347.0pp |
| Employer contribution / active EE | $21,627 | $5,262+311.0% | $4,736+356.6% | $4,764+354.0% |
| Participant deferral / active EE | $18,267 | $7,111+156.9% | $6,710+172.2% | $5,851+212.2% |
| Admin fee / account holder | $10,162 | $12,125-16.2% | $10,264-1.0% | $11,599-12.4% |