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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 | $424,104 | $171,492+147.3% | $150,734+181.4% | $198,609+113.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -1.08% | 804.70%-805.8pp | 600.81%-601.9pp | 202.70%-203.8pp |
| Employer contribution / active EE | $28,036 | $5,470+412.6% | $4,918+470.1% | $5,055+454.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,542 | $17,628-51.5% | $14,905-42.7% | $19,030-55.1% |