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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 | $40,132 | $534,210-92.5% | $377,002-89.4% | $534,210-92.5% |
| Participation rate | 100.0% | 89.6%+10.4pp | 100.0%0pp | 89.6%+10.4pp |
| Annual return | 18.28% | 10.40%+7.9pp | 20.52%-2.2pp | 10.40%+7.9pp |
| Employer contribution / active EE | $0 | $19,440-100.0% | $22,038-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $4,949 | $11,136-55.6% | $7,331-32.5% | $11,136-55.6% |
| Admin fee / account holder | $8,048 | $14,821-45.7% | $9,841-18.2% | $14,821-45.7% |