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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 | $650,614 | $154,209+321.9% | $130,062+400.2% | $139,487+366.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -23.07% | 32.52%-55.6pp | -137.37%+114.3pp | 373.84%-396.9pp |
| Employer contribution / active EE | $10,312 | $5,292+94.8% | $4,322+138.6% | $4,755+116.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,766 | $13,988-44.5% | $10,601-26.7% | $11,407-31.9% |