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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 | $104,098-72.5% | $140,514-79.6% | $94,015-69.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 17.49% | 15.14%+2.4pp | 14.36%+3.1pp | 17.84%-0.4pp |
| Employer contribution / active EE | $2,619 | $2,388+9.6% | $3,378-22.5% | $2,790-6.1% |
| Participant deferral / active EE | $5,420 | $4,033+34.4% | $4,919+10.2% | $4,249+27.5% |
| Admin fee / account holder | $2,014 | $10,439-80.7% | $13,697-85.3% | $8,951-77.5% |