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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 | $594,242 | $312,618+90.1% | $312,618+90.1% | $254,510+133.5% |
| Participation rate | 100.0% | 53.4%+46.6pp | 31.8%+68.2pp | 43.0%+57.0pp |
| Annual return | -0.13% | 9.70%-9.8pp | 10.03%-10.2pp | 259.14%-259.3pp |
| Employer contribution / active EE | $26,667 | $45,469-41.4% | $38,789-31.3% | $41,471-35.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $2,602 | $4,182-37.8% | $4,182-37.8% | $21,546-87.9% |