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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 | $284,256 | $138,102+105.8% | $125,381+126.7% | $134,532+111.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.89% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $6,104 | $5,245+16.4% | $4,815+26.8% | $4,741+28.7% |
| Participant deferral / active EE | $17,042 | $7,801+118.5% | $7,448+128.8% | $6,401+166.2% |
| Admin fee / account holder | $72,375 | $11,568+525.6% | $10,007+623.2% | $11,429+533.3% |