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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 | $840,037 | $167,352+402.0% | $143,788+484.2% | $134,509+524.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.72% | 0.47%-24.2pp | -0.03%-23.7pp | 418.13%-441.9pp |
| Employer contribution / active EE | $15,879 | $5,620+182.6% | $4,952+220.7% | $4,741+235.0% |
| Participant deferral / active EE | $7,205 | $6,447+11.8% | $5,638+27.8% | $6,400+12.6% |
| Admin fee / account holder | $3,432 | $18,091-81.0% | $14,675-76.6% | $11,427-70.0% |