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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 | $20,359 | $95,404-78.7% | $113,397-82.0% | $82,637-75.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.58% | 19.08%+1.5pp | 23.20%-2.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,225 | $2,307-3.5% | $2,977-25.3% | $2,552-12.8% |
| Participant deferral / active EE | $5,281 | $4,220+25.2% | $5,076+4.0% | $4,126+28.0% |
| Admin fee / account holder | $330 | $9,168-96.4% | $11,957-97.2% | $7,339-95.5% |