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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 | $782,630 | $138,102+466.7% | $125,381+524.2% | $134,532+481.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.80% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $16,965 | $5,245+223.4% | $4,815+252.3% | $4,741+257.8% |
| Participant deferral / active EE | $11,925 | $7,801+52.9% | $7,448+60.1% | $6,401+86.3% |
| Admin fee / account holder | $24,008 | $11,568+107.5% | $10,007+139.9% | $11,429+110.1% |