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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 | $30,781 | $254,759-87.9% | $216,567-85.8% | $198,609-84.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 24.69% | 10.04%+14.6pp | 12.94%+11.7pp | 202.70%-178.0pp |
| Employer contribution / active EE | $5,329 | $6,096-12.6% | $5,216+2.2% | $5,055+5.4% |
| Participant deferral / active EE | $12,121 | $6,948+74.5% | $6,191+95.8% | $6,977+73.7% |
| Admin fee / account holder | $661 | $26,311-97.5% | $21,981-97.0% | $19,030-96.5% |