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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 | $24,982 | $110,137-77.3% | $161,149-84.5% | $82,637-69.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 33.88% | 20.69%+13.2pp | 21.16%+12.7pp | 53.51%-19.6pp |
| Employer contribution / active EE | $1,428 | $2,856-50.0% | $4,360-67.3% | $2,552-44.1% |
| Participant deferral / active EE | $5,172 | $4,575+13.1% | $6,153-16.0% | $4,126+25.3% |
| Admin fee / account holder | $4,219 | $9,467-55.4% | $15,194-72.2% | $7,339-42.5% |