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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 | $374,426 | $377,855-0.9% | $375,279-0.2% | $286,788+30.6% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 9.82% | 9.94%-0.1pp | 9.78%0pp | 9.30%+0.5pp |
| Employer contribution / active EE | $25,776 | $49,417-47.8% | $46,882-45.0% | $43,748-41.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $3,284 | $4,392-25.2% | $5,665-42.0% | $12,596-73.9% |