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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 | $297,944 | $154,145+93.3% | $130,014+129.2% | $139,427+113.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.21% | 32.49%-32.3pp | -137.22%+137.4pp | 373.27%-373.1pp |
| Employer contribution / active EE | $31,250 | $5,290+490.7% | $4,320+623.3% | $4,752+557.7% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,086 | $14,009-78.0% | $10,616-70.9% | $11,404-72.9% |