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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 | $523,374 | $346,414+51.1% | $336,625+55.5% | $254,542+105.6% |
| Participation rate | 100.0% | 53.3%+46.7pp | 51.5%+48.5pp | 47.4%+52.6pp |
| Annual return | 15.48% | 10.29%+5.2pp | 10.36%+5.1pp | 12.16%+3.3pp |
| Employer contribution / active EE | $75,000 | $54,462+37.7% | $52,561+42.7% | $44,747+67.6% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $3,870 | $7,619-49.2% | $7,349-47.3% | $17,640-78.1% |