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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 | $253,920 | $162,452+56.3% | $148,425+71.1% | $233,076+8.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 35.1%+64.9pp | 46.4%+53.6pp |
| Annual return | -1.45% | 45.55%-47.0pp | 38.14%-39.6pp | -82.67%+81.2pp |
| Employer contribution / active EE | $69,134 | $40,549+70.5% | $34,245+101.9% | $43,771+57.9% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $1,772 | $11,245-84.2% | $10,234-82.7% | $11,204-84.2% |