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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 | $713,130 | $112,121+536.0% | $95,960+643.1% | $158,966+348.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.49% | 171.16%-171.7pp | 91.63%-92.1pp | 302.95%-303.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,763 | $4,784+62.3% | $4,167+86.3% | $5,983+29.7% |
| Admin fee / account holder | $7,216 | $10,135-28.8% | $6,797+6.2% | $11,250-35.9% |