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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 | $21,272 | $81,446-73.9% | $103,374-79.4% | $80,874-73.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 38.39% | 25.57%+12.8pp | 24.89%+13.5pp | 35.62%+2.8pp |
| Employer contribution / active EE | $3,548 | $3,107+14.2% | $3,869-8.3% | $2,756+28.8% |
| Participant deferral / active EE | $4,299 | $3,870+11.1% | $5,058-15.0% | $4,2970% |
| Admin fee / account holder | $1,377 | $6,715-79.5% | $8,394-83.6% | $6,935-80.2% |