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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 | $500,087 | $468,422+6.8% | $468,422+6.8% | $339,457+47.3% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 43.9%+56.1pp |
| Annual return | 13.64% | 6.31%+7.3pp | 6.74%+6.9pp | 13.05%+0.6pp |
| Employer contribution / active EE | $104,699 | $48,172+117.3% | $43,785+139.1% | $37,651+178.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $2,797 | $1,988+40.7% | $1,988+40.7% | $31,074-91.0% |