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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 | $554,919 | $438,681+26.5% | $438,681+26.5% | $254,173+118.3% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | -12.99% | 4.01%-17.0pp | 4.26%-17.2pp | 259.17%-272.2pp |
| Employer contribution / active EE | $99,522 | $56,756+75.4% | $54,767+81.7% | $41,471+140.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $4,425 | $2,187+102.3% | $2,187+102.3% | $21,502-79.4% |