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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 | $363,375 | $180,459+101.4% | $154,108+135.8% | $135,380+168.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.28% | 888.21%-906.5pp | 735.21%-753.5pp | 519.81%-538.1pp |
| Employer contribution / active EE | $2,049 | $6,035-66.0% | $5,298-61.3% | $4,779-57.1% |
| Participant deferral / active EE | $5,979 | $5,806+3.0% | $5,081+17.7% | $5,609+6.6% |
| Admin fee / account holder | $3,890 | $16,145-75.9% | $13,411-71.0% | $10,828-64.1% |