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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 | $172,619 | $564,969-69.4% | $185,628-7.0% | $564,969-69.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 78.6%+21.4pp | 88.5%+11.5pp |
| Annual return | 10.24% | 7.52%+2.7pp | 10.41%-0.2pp | 7.52%+2.7pp |
| Employer contribution / active EE | $6,725 | $26,761-74.9% | $6,7250% | $26,761-74.9% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $4,813-100.0% | $6,006-100.0% |
| Admin fee / account holder | $10,055 | $17,215-41.6% | $7,887+27.5% | $17,215-41.6% |