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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 | $43,154 | $587,889-92.7% | $112,209-61.5% | $587,889-92.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 100.0%0pp | 87.9%+12.1pp |
| Annual return | 16.90% | 19.70%-2.8pp | 17.65%-0.8pp | 19.70%-2.8pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $8,701-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $5,169 | $8,361-38.2% | $2,252+129.5% | $8,361-38.2% |
| Admin fee / account holder | $5,575 | $49,457-88.7% | $1,664+235.1% | $49,457-88.7% |