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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 | $846,564 | $72,071+1074.6% | $68,368+1138.3% | $137,256+516.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -2.80% | 353.14%-355.9pp | 292.57%-295.4pp | 220.34%-223.1pp |
| Employer contribution / active EE | $14,107 | $2,788+406.0% | $2,649+432.5% | $4,156+239.4% |
| Participant deferral / active EE | $18,375 | $4,410+316.7% | $4,123+345.7% | $6,407+186.8% |
| Admin fee / account holder | $1,921 | $5,336-64.0% | $5,150-62.7% | $12,270-84.3% |