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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 | $133,434 | $483,246-72.4% | $353,726-62.3% | $483,246-72.4% |
| Participation rate | 100.0% | 93.7%+6.3pp | 75.0%+25.0pp | 93.7%+6.3pp |
| Annual return | 10.74% | 24.97%-14.2pp | 25.45%-14.7pp | 24.97%-14.2pp |
| Employer contribution / active EE | $6,049 | $28,334-78.7% | $14,166-57.3% | $28,334-78.7% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $12,434-100.0% | $7,967-100.0% |
| Admin fee / account holder | $1,976 | $20,852-90.5% | $1,753+12.7% | $20,852-90.5% |