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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 | $400,083 | $150,446+165.9% | $136,297+193.5% | $147,585+171.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.46% | 1049.14%-1040.7pp | 5156.19%-5147.7pp | 578.58%-570.1pp |
| Employer contribution / active EE | $10,229 | $5,256+94.6% | $4,696+117.8% | $4,876+109.8% |
| Participant deferral / active EE | $9,614 | $6,631+45.0% | $6,247+53.9% | $5,439+76.8% |
| Admin fee / account holder | $11,473 | $10,906+5.2% | $9,244+24.1% | $10,886+5.4% |