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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 | $428,961 | $138,078+210.7% | $125,363+242.2% | $134,509+218.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.92% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $3,675 | $5,245-29.9% | $4,815-23.7% | $4,741-22.5% |
| Participant deferral / active EE | $3,675 | $7,800-52.9% | $7,447-50.7% | $6,400-42.6% |
| Admin fee / account holder | $3,338 | $11,566-71.1% | $10,005-66.6% | $11,427-70.8% |