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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 | $32,986 | $104,098-68.3% | $140,514-76.5% | $94,015-64.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 18.34% | 15.14%+3.2pp | 14.36%+4.0pp | 17.84%+0.5pp |
| Employer contribution / active EE | $2,618 | $2,388+9.6% | $3,378-22.5% | $2,790-6.2% |
| Participant deferral / active EE | $4,752 | $4,033+17.8% | $4,919-3.4% | $4,249+11.8% |
| Admin fee / account holder | $2,991 | $10,439-71.3% | $13,697-78.2% | $8,951-66.6% |