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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 | $495,555 | $115,810+327.9% | $101,271+389.3% | $158,966+211.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.47% | 56.15%-56.6pp | 46.48%-46.9pp | 302.95%-303.4pp |
| Employer contribution / active EE | $10,246 | $4,175+145.4% | $3,660+179.9% | $4,762+115.1% |
| Participant deferral / active EE | $7,696 | $4,958+55.2% | $4,371+76.1% | $5,983+28.6% |
| Admin fee / account holder | $25,000 | $7,248+244.9% | $5,948+320.3% | $11,250+122.2% |