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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 | $325,513 | $180,459+80.4% | $154,108+111.2% | $135,380+140.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.23% | 888.21%-899.4pp | 735.21%-746.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $10,020 | $6,035+66.0% | $5,298+89.2% | $4,779+109.7% |
| Participant deferral / active EE | $8,854 | $5,806+52.5% | $5,081+74.3% | $5,609+57.9% |
| Admin fee / account holder | $5,662 | $16,145-64.9% | $13,411-57.8% | $10,828-47.7% |