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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 | $340,690 | $138,114+146.7% | $125,391+171.7% | $134,545+153.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.19% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $11,234 | $5,246+114.1% | $4,816+133.3% | $4,742+136.9% |
| Participant deferral / active EE | $4,328 | $7,801-44.5% | $7,448-41.9% | $6,401-32.4% |
| Admin fee / account holder | $4,828 | $11,570-58.3% | $10,009-51.8% | $11,431-57.8% |