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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 | $378,000 | $157,304+140.3% | $141,197+167.7% | $152,909+147.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -8.03% | 64.34%-72.4pp | 71.41%-79.4pp | 345.46%-353.5pp |
| Employer contribution / active EE | $29,438 | $5,263+459.4% | $4,736+521.6% | $4,764+517.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,438 | $12,126+142.8% | $10,265+186.8% | $11,601+153.8% |