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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 | $22,235 | $138,312-83.9% | $122,979-81.9% | $155,188-85.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.43% | 22.06%-2.6pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,007 | $3,530-14.8% | $3,062-1.8% | $4,248-29.2% |
| Participant deferral / active EE | $3,878 | $5,592-30.7% | $5,003-22.5% | $6,531-40.6% |
| Admin fee / account holder | $442 | $15,089-97.1% | $12,864-96.6% | $14,480-96.9% |