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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 | $637,158 | $138,102+361.4% | $125,381+408.2% | $134,532+373.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.04% | 750.73%-782.8pp | 572.31%-604.3pp | 418.27%-450.3pp |
| Employer contribution / active EE | $1,973 | $5,245-62.4% | $4,815-59.0% | $4,741-58.4% |
| Participant deferral / active EE | $12,839 | $7,801+64.6% | $7,448+72.4% | $6,401+100.6% |
| Admin fee / account holder | $33,963 | $11,568+193.6% | $10,007+239.4% | $11,429+197.2% |