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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 | $410,820 | $103,008+298.8% | $90,304+354.9% | $152,897+168.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.96% | 95.22%-94.3pp | 78.13%-77.2pp | 345.43%-344.5pp |
| Employer contribution / active EE | $1,608 | $3,139-48.8% | $2,855-43.7% | $4,764-66.2% |
| Participant deferral / active EE | $6,672 | $4,281+55.8% | $3,885+71.7% | $5,851+14.0% |
| Admin fee / account holder | $504 | $6,175-91.8% | $5,354-90.6% | $11,599-95.7% |