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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $368,135 | $318,230+15.7% | $306,246+20.2% | $285,997+28.7% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 12.55% | 37.67%-25.1pp | 35.15%-22.6pp | 24.44%-11.9pp |
| Employer contribution / active EE | $11,106 | $48,360-77.0% | $46,389-76.1% | $41,348-73.1% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $4,635 | $4,311+7.5% | $4,448+4.2% | $22,013-78.9% |