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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 | $540,813 | $185,225+192.0% | $142,898+278.5% | $167,553+222.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 1.01% | 8558.12%-8557.1pp | 5639.64%-5638.6pp | 478.89%-477.9pp |
| Employer contribution / active EE | $32,497 | $5,607+479.6% | $4,146+683.9% | $4,840+571.5% |
| Participant deferral / active EE | $26,000 | $4,496+478.3% | $3,838+577.4% | $6,343+309.9% |
| Admin fee / account holder | $2,773 | $8,032-65.5% | $6,560-57.7% | $12,316-77.5% |