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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 | $235,247 | $380,165-38.1% | $369,410-36.3% | $286,788-18.0% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 6.54% | 8.07%-1.5pp | 8.29%-1.8pp | 9.30%-2.8pp |
| Employer contribution / active EE | $75,017 | $44,987+66.8% | $40,774+84.0% | $43,748+71.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $376 | $4,690-92.0% | $4,495-91.6% | $12,596-97.0% |