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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 | $334,702 | $239,436+39.8% | $227,282+47.3% | $286,788+16.7% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 12.76% | 10.53%+2.2pp | 10.75%+2.0pp | 9.30%+3.5pp |
| Employer contribution / active EE | $14,286 | $37,410-61.8% | $35,170-59.4% | $43,748-67.3% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $1,870 | $4,800-61.0% | $4,611-59.5% | $12,596-85.2% |