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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $705,915 | $293,167+140.8% | $373,805+88.8% | $254,173+177.7% |
| Participation rate | 100.0% | 39.4%+60.6pp | 18.9%+81.1pp | 43.0%+57.0pp |
| Annual return | -3.06% | 8.90%-12.0pp | 9.52%-12.6pp | 259.17%-262.2pp |
| Employer contribution / active EE | $50,000 | $50,076-0.2% | $41,951+19.2% | $41,471+20.6% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $10,000 | $1,317+659.6% | $1,512+561.3% | $21,502-53.5% |