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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 | $530,846 | $99,079+435.8% | $78,002+580.6% | $273,972+93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -9.57% | 217.93%-227.5pp | 425.99%-435.6pp | 41.46%-51.0pp |
| Employer contribution / active EE | $14,724 | $3,308+345.1% | $2,470+496.1% | $4,869+202.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,281 | $8,954-29.8% | $5,481+14.6% | $10,133-38.0% |