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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 | $196,972+65.2% | $182,262+78.6% | $198,609+63.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -1.02% | 158.27%-159.3pp | 140.60%-141.6pp | 202.70%-203.7pp |
| Employer contribution / active EE | $9,771 | $5,364+82.2% | $5,046+93.6% | $5,055+93.3% |
| Participant deferral / active EE | $7,591 | $8,643-12.2% | $8,276-8.3% | $6,977+8.8% |
| Admin fee / account holder | $8,237 | $18,429-55.3% | $16,712-50.7% | $19,030-56.7% |