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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 | $1,173,427 | $468,422+150.5% | $468,422+150.5% | $330,599+254.9% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 43.7%+56.3pp |
| Annual return | 11.23% | 6.49%+4.7pp | 6.89%+4.3pp | 13.05%-1.8pp |
| Employer contribution / active EE | $104,108 | $48,172+116.1% | $43,785+137.8% | $37,652+176.5% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $4,482 | $1,988+125.4% | $1,988+125.4% | $31,365-85.7% |