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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 | $28,605 | $95,453-70.0% | $112,040-74.5% | $82,448-65.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.49% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,619 | $2,318+13.0% | $2,954-11.4% | $2,551+2.7% |
| Participant deferral / active EE | $5,420 | $4,224+28.3% | $5,098+6.3% | $4,139+30.9% |
| Admin fee / account holder | $2,014 | $9,013-77.7% | $12,098-83.3% | $7,234-72.2% |