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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 | $18,542 | $106,524-82.6% | $152,301-87.8% | $87,485-78.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 22.79% | 26.89%-4.1pp | 80.50%-57.7pp | 26.06%-3.3pp |
| Employer contribution / active EE | $4,579 | $3,371+35.8% | $4,624-1.0% | $2,596+76.4% |
| Participant deferral / active EE | $3,490 | $6,525-46.5% | $8,004-56.4% | $4,274-18.3% |
| Admin fee / account holder | $1,040 | $8,287-87.5% | $14,398-92.8% | $7,775-86.6% |