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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 | $17,834 | $126,661-85.9% | $113,397-84.3% | $138,895-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.79% | 25.05%-4.3pp | 23.20%-2.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,284 | $3,456-33.9% | $2,977-23.3% | $4,194-45.6% |
| Participant deferral / active EE | $5,995 | $5,693+5.3% | $5,076+18.1% | $6,396-6.3% |
| Admin fee / account holder | $1,336 | $14,549-90.8% | $11,957-88.8% | $12,562-89.4% |