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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 | $326,016 | $160,040+103.7% | $147,096+121.6% | $145,877+123.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.76% | 98.49%-99.3pp | 419.75%-420.5pp | 551.28%-552.0pp |
| Employer contribution / active EE | $5,641 | $5,289+6.6% | $4,936+14.3% | $4,663+21.0% |
| Participant deferral / active EE | $19,059 | $8,429+126.1% | $8,071+136.1% | $6,691+184.9% |
| Admin fee / account holder | $66,752 | $15,050+343.5% | $13,005+413.3% | $13,402+398.1% |