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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 | $392,069 | $184,000+113.1% | $162,185+141.7% | $152,909+156.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.84% | 150.80%-151.6pp | 115.61%-116.5pp | 345.46%-346.3pp |
| Employer contribution / active EE | $9,663 | $6,370+51.7% | $5,613+72.1% | $4,764+102.8% |
| Participant deferral / active EE | $4,371 | $8,033-45.6% | $7,297-40.1% | $5,851-25.3% |
| Admin fee / account holder | $1,947 | $13,124-85.2% | $10,844-82.0% | $11,601-83.2% |