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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 | $325,474 | $154,228+111.0% | $145,433+123.8% | $137,256+137.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -1.02% | 74.59%-75.6pp | 66.58%-67.6pp | 220.34%-221.4pp |
| Employer contribution / active EE | $9,771 | $4,804+103.4% | $4,554+114.5% | $4,156+135.1% |
| Participant deferral / active EE | $7,591 | $8,216-7.6% | $7,897-3.9% | $6,407+18.5% |
| Admin fee / account holder | $8,237 | $14,344-42.6% | $13,129-37.3% | $12,270-32.9% |