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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 | $256,087 | $183,988+39.2% | $162,177+57.9% | $152,897+67.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.09% | 150.79%-146.7pp | 115.60%-111.5pp | 345.43%-341.3pp |
| Employer contribution / active EE | $25,944 | $6,370+307.3% | $5,613+362.2% | $4,764+444.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,504 | $13,123-88.5% | $10,843-86.1% | $11,599-87.0% |