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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 | $467,506 | $84,685+452.0% | $73,836+533.2% | $125,389+272.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.05% | 3123.80%-3127.9pp | 2268.06%-2272.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $21,667 | $3,123+593.7% | $2,787+677.3% | $4,866+345.3% |
| Participant deferral / active EE | $16,000 | $3,993+300.7% | $3,583+346.6% | $5,352+199.0% |
| Admin fee / account holder | $10,833 | $5,694+90.2% | $4,882+121.9% | $9,541+13.5% |