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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 | $315,512 | $72,396+335.8% | $67,511+367.4% | $145,959+116.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.50% | 7194.07%-7191.6pp | 3517.41%-3514.9pp | 561.95%-559.5pp |
| Employer contribution / active EE | $14,600 | $3,071+375.5% | $2,733+434.3% | $4,661+213.3% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,973 | $5,538+80.1% | $3,999+149.4% | $13,398-25.6% |