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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 | $405,415 | $205,401+97.4% | $205,401+97.4% | $222,458+82.2% |
| Participation rate | 100.0% | 30.0%+70.0pp | 17.6%+82.4pp | 48.7%+51.3pp |
| Annual return | 6.01% | 0.38%+5.6pp | 0.02%+6.0pp | -2.16%+8.2pp |
| Employer contribution / active EE | $118,427 | $53,060+123.2% | $45,513+160.2% | $42,957+175.7% |
| Participant deferral / active EE | $0 | $119-100.0% | $109-100.0% | $153-100.0% |
| Admin fee / account holder | $14,138 | $4,705+200.5% | $4,705+200.5% | $12,572+12.5% |