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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 | $406,730 | $346,414+17.4% | $336,625+20.8% | $254,542+59.8% |
| Participation rate | 100.0% | 53.3%+46.7pp | 51.5%+48.5pp | 47.4%+52.6pp |
| Annual return | 18.08% | 10.29%+7.8pp | 10.36%+7.7pp | 12.16%+5.9pp |
| Employer contribution / active EE | $54,825 | $54,462+0.7% | $52,561+4.3% | $44,747+22.5% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $2,262 | $7,619-70.3% | $7,349-69.2% | $17,640-87.2% |