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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 | $441,450 | $165,584+166.6% | $142,942+208.8% | $137,256+221.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | -0.68% | 164.22%-164.9pp | 113.70%-114.4pp | 220.34%-221.0pp |
| Employer contribution / active EE | $24,527 | $4,725+419.1% | $4,139+492.5% | $4,156+490.2% |
| Participant deferral / active EE | $31,000 | $8,194+278.3% | $7,128+334.9% | $6,407+383.9% |
| Admin fee / account holder | $20,869 | $16,167+29.1% | $12,475+67.3% | $12,270+70.1% |