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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 | $260,375 | $209,428+24.3% | $178,498+45.9% | $158,950+63.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -7.57% | 188.78%-196.4pp | 151.09%-158.7pp | 302.91%-310.5pp |
| Employer contribution / active EE | $2,876 | $5,707-49.6% | $5,011-42.6% | $4,762-39.6% |
| Participant deferral / active EE | $5,545 | $5,955-6.9% | $5,202+6.6% | $5,983-7.3% |
| Admin fee / account holder | $10,578 | $17,077-38.1% | $13,985-24.4% | $11,248-6.0% |