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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 | $309,720 | $106,008+192.2% | $92,240+235.8% | $147,586+109.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -3.85% | 50.05%-53.9pp | 176.29%-180.1pp | 578.59%-582.4pp |
| Employer contribution / active EE | $14,044 | $4,333+224.1% | $3,680+281.7% | $4,876+188.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,602 | $6,333+35.8% | $5,194+65.6% | $10,886-21.0% |