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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 | $279,632 | $159,934+74.8% | $147,005+90.2% | $145,959+91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.88% | 98.24%-96.4pp | 418.76%-416.9pp | 561.95%-560.1pp |
| Employer contribution / active EE | $2,969 | $5,287-43.9% | $4,934-39.8% | $4,661-36.3% |
| Participant deferral / active EE | $4,286 | $8,427-49.1% | $8,070-46.9% | $6,689-35.9% |
| Admin fee / account holder | $20,988 | $15,053+39.4% | $13,006+61.4% | $13,398+56.7% |