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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 | $267,183 | $337,865-20.9% | $346,182-22.8% | $254,542+5.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 7.64% | 12.82%-5.2pp | 13.48%-5.8pp | 12.16%-4.5pp |
| Employer contribution / active EE | $150,000 | $49,622+202.3% | $47,067+218.7% | $44,747+235.2% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $837 | $14,867-94.4% | $14,572-94.3% | $17,640-95.3% |