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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 | $269,598 | $202,342+33.2% | $172,752+56.1% | $152,897+76.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -20.90% | 1029.83%-1050.7pp | 802.97%-823.9pp | 345.43%-366.3pp |
| Employer contribution / active EE | $27,150 | $5,858+363.5% | $5,144+427.8% | $4,764+470.0% |
| Participant deferral / active EE | $14,720 | $5,948+147.5% | $5,198+183.2% | $5,851+151.6% |
| Admin fee / account holder | $46,401 | $17,111+171.2% | $13,955+232.5% | $11,599+300.0% |