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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 | $90,464 | $484,799-81.3% | $62,529+44.7% | $484,799-81.3% |
| Participation rate | 100.0% | 91.1%+8.9pp | 96.6%+3.4pp | 91.1%+8.9pp |
| Annual return | 11.38% | 5.95%+5.4pp | 9.13%+2.2pp | 5.95%+5.4pp |
| Employer contribution / active EE | $24,137 | $27,493-12.2% | $4,187+476.5% | $27,493-12.2% |
| Participant deferral / active EE | $6,115 | $6,572-7.0% | $4,156+47.1% | $6,572-7.0% |
| Admin fee / account holder | $790 | $18,209-95.7% | $858-7.9% | $18,209-95.7% |