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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 | $367,753 | $266,731+37.9% | $256,121+43.6% | $248,183+48.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 37.7%+62.3pp | 45.9%+54.1pp |
| Annual return | 11.06% | 7.61%+3.5pp | 9.60%+1.5pp | 10.21%+0.9pp |
| Employer contribution / active EE | $9,333 | $55,817-83.3% | $45,595-79.5% | $42,272-77.9% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $2,665 | $10,098-73.6% | $9,523-72.0% | $13,518-80.3% |