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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 | $586,222 | $318,230+84.2% | $306,246+91.4% | $287,034+104.2% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 11.95% | 37.67%-25.7pp | 35.15%-23.2pp | 24.44%-12.5pp |
| Employer contribution / active EE | $91,667 | $48,360+89.5% | $46,389+97.6% | $41,344+121.7% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $1,650 | $4,311-61.7% | $4,448-62.9% | $22,013-92.5% |