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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 | $565,144 | $741,882-23.8% | $741,882-23.8% | $328,120+72.2% |
| Participation rate | 100.0% | 100.0%0pp | 50.0%+50.0pp | 34.1%+65.9pp |
| Annual return | 8.71% | 6.27%+2.4pp | 7.16%+1.6pp | 13.02%-4.3pp |
| Employer contribution / active EE | $21,500 | $30,542-29.6% | $28,188-23.7% | $34,257-37.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $4,849 | $2,425+100.0% | $2,425+100.0% | $39,117-87.6% |