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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 | $273,569 | $150,447+81.8% | $136,298+100.7% | $147,586+85.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.26% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $16,898 | $5,256+221.5% | $4,696+259.9% | $4,876+246.5% |
| Participant deferral / active EE | $7,157 | $6,631+7.9% | $6,247+14.6% | $5,439+31.6% |
| Admin fee / account holder | $2,293 | $10,906-79.0% | $9,244-75.2% | $10,886-78.9% |