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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 | $567,500 | $96,643+487.2% | $86,617+555.2% | $139,456+306.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | -6.72% | 106.57%-113.3pp | 591.91%-598.6pp | 373.45%-380.2pp |
| Employer contribution / active EE | $28,275 | $3,264+766.2% | $3,023+835.2% | $4,753+494.9% |
| Participant deferral / active EE | $15,529 | $4,835+221.2% | $4,437+250.0% | $6,711+131.4% |
| Admin fee / account holder | $1,276 | $6,406-80.1% | $5,613-77.3% | $11,407-88.8% |