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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 | $258,860 | $88,754+191.7% | $81,820+216.4% | $145,877+77.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | -9.75% | 1031.77%-1041.5pp | 777.93%-787.7pp | 551.28%-561.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,825 | $4,648-60.7% | $4,323-57.8% | $6,691-72.7% |
| Admin fee / account holder | $1,068 | $8,424-87.3% | $7,391-85.5% | $13,402-92.0% |