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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 | $277,499 | $165,399+67.8% | $149,745+85.3% | $158,982+74.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -26.75% | 348.34%-375.1pp | 276.72%-303.5pp | 302.99%-329.7pp |
| Employer contribution / active EE | $30,358 | $5,105+494.7% | $4,646+553.5% | $4,763+537.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,454 | $10,811-68.1% | $9,312-62.9% | $11,252-69.3% |