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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 | $503,387 | $202,389+148.7% | $198,173+154.0% | $248,183+102.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 17.12% | 9.90%+7.2pp | 10.16%+7.0pp | 10.21%+6.9pp |
| Employer contribution / active EE | $60,000 | $36,071+66.3% | $33,192+80.8% | $42,272+41.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $6,303 | $7,397-14.8% | $7,531-16.3% | $13,518-53.4% |