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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 | $315,672 | $100,938+212.7% | $90,461+249.0% | $158,982+98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.40% | 1727.20%-1723.8pp | 1294.76%-1291.4pp | 302.99%-299.6pp |
| Employer contribution / active EE | $13,541 | $3,691+266.8% | $3,264+314.9% | $4,763+184.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,522 | $6,510-30.5% | $5,617-19.5% | $11,252-59.8% |