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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 | $35,944 | $254,759-85.9% | $216,567-83.4% | $198,609-81.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.54% | 10.04%+9.5pp | 12.94%+6.6pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,770 | $6,096-71.0% | $5,216-66.1% | $5,055-65.0% |
| Participant deferral / active EE | $4,779 | $6,948-31.2% | $6,191-22.8% | $6,977-31.5% |
| Admin fee / account holder | $835 | $26,311-96.8% | $21,981-96.2% | $19,030-95.6% |