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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 | $268,293 | $226,135+18.6% | $182,558+47.0% | $152,909+75.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | -0.18% | 192.60%-192.8pp | 148.59%-148.8pp | 345.46%-345.6pp |
| Employer contribution / active EE | $9,120 | $4,979+83.2% | $4,076+123.7% | $4,764+91.4% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,908 | $10,707-54.2% | $8,594-42.9% | $11,601-57.7% |