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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 | $88,702+191.8% | $81,780+216.5% | $145,978+77.3% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | -9.75% | 1029.12%-1038.9pp | 776.27%-786.0pp | 550.52%-560.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,825 | $4,645-60.7% | $4,321-57.8% | $6,690-72.7% |
| Admin fee / account holder | $1,068 | $8,414-87.3% | $7,384-85.5% | $13,400-92.0% |