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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 | $348,798 | $209,428+66.5% | $178,498+95.4% | $158,950+119.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -7.73% | 188.78%-196.5pp | 151.09%-158.8pp | 302.91%-310.6pp |
| Employer contribution / active EE | $16,816 | $5,707+194.7% | $5,011+235.6% | $4,762+253.1% |
| Participant deferral / active EE | $6,312 | $5,955+6.0% | $5,202+21.3% | $5,983+5.5% |
| Admin fee / account holder | $21,800 | $17,077+27.7% | $13,985+55.9% | $11,248+93.8% |