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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,101 | $225,449-41.4% | $219,466-39.8% | $237,064-44.3% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 2.58% | 4.17%-1.6pp | 5.00%-2.4pp | 4.16%-1.6pp |
| Employer contribution / active EE | $32,756 | $39,228-16.5% | $35,918-8.8% | $42,918-23.7% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $883 | $13,772-93.6% | $13,204-93.3% | $21,465-95.9% |