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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 | $1,893,323 | $160,059+1082.9% | $140,019+1252.2% | $135,379+1298.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.23% | 911.44%-920.7pp | 651.15%-660.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $28,239 | $6,420+339.9% | $5,605+403.8% | $4,779+490.9% |
| Participant deferral / active EE | $13,875 | $7,641+81.6% | $6,927+100.3% | $5,609+147.4% |
| Admin fee / account holder | $154,625 | $13,328+1060.2% | $10,705+1344.4% | $10,828+1328.0% |