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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 | $315,222 | $150,442+109.5% | $136,295+131.3% | $147,585+113.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -25.85% | 1049.09%-1074.9pp | 5155.97%-5181.8pp | 578.56%-604.4pp |
| Employer contribution / active EE | $96,222 | $5,256+1730.7% | $4,695+1949.3% | $4,876+1873.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $74,840 | $10,905+586.3% | $9,243+709.6% | $10,885+587.5% |