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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 | $573,728 | $160,070+258.4% | $147,117+290.0% | $145,897+293.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.55% | 98.69%-97.1pp | 420.54%-419.0pp | 552.29%-550.7pp |
| Employer contribution / active EE | $8,578 | $5,285+62.3% | $4,932+73.9% | $4,663+84.0% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $3,975 | $15,035-73.6% | $12,993-69.4% | $13,390-70.3% |