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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 | $763,897 | $88,710+761.1% | $81,783+834.0% | $145,959+423.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -1.04% | 1027.26%-1028.3pp | 775.05%-776.1pp | 561.95%-563.0pp |
| Employer contribution / active EE | $23,600 | $3,083+665.4% | $2,913+710.3% | $4,661+406.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $40,387 | $8,407+380.4% | $7,380+447.3% | $13,398+201.4% |