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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 | $188,969 | $239,436-21.1% | $227,282-16.9% | $286,788-34.1% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 12.93% | 10.53%+2.4pp | 10.75%+2.2pp | 9.30%+3.6pp |
| Employer contribution / active EE | $60,000 | $37,410+60.4% | $35,170+70.6% | $43,748+37.1% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $1,357 | $4,800-71.7% | $4,611-70.6% | $12,596-89.2% |