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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 | $560,470 | $150,447+272.5% | $136,298+311.2% | $147,586+279.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -10.09% | 1049.15%-1059.2pp | 5156.27%-5166.4pp | 578.59%-588.7pp |
| Employer contribution / active EE | $9,933 | $5,256+89.0% | $4,696+111.5% | $4,876+103.7% |
| Participant deferral / active EE | $8,900 | $6,631+34.2% | $6,247+42.5% | $5,439+63.6% |
| Admin fee / account holder | $53,618 | $10,906+391.6% | $9,244+480.0% | $10,886+392.6% |