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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 | $441,085 | $176,105+150.5% | $159,474+176.6% | $167,536+163.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -17.63% | 331.91%-349.5pp | 263.68%-281.3pp | 478.82%-496.4pp |
| Employer contribution / active EE | $24,340 | $5,299+359.3% | $4,831+403.8% | $4,839+403.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $793 | $12,559-93.7% | $10,802-92.7% | $12,315-93.6% |