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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 | $520,214 | $135,645+283.5% | $110,243+371.9% | $135,379+284.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.82% | 513.24%-524.1pp | 314.76%-325.6pp | 519.79%-530.6pp |
| Employer contribution / active EE | $15,027 | $4,907+206.3% | $3,827+292.7% | $4,779+214.4% |
| Participant deferral / active EE | $8,704 | $5,507+58.1% | $4,672+86.3% | $5,609+55.2% |
| Admin fee / account holder | $16,615 | $11,458+45.0% | $8,548+94.4% | $10,828+53.4% |