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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 | $50,146 | $407,956-87.7% | $299,830-83.3% | $198,609-74.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 13.64% | 6.66%+7.0pp | 10.58%+3.1pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,623 | $7,661-65.8% | $5,842-55.1% | $5,055-48.1% |
| Participant deferral / active EE | $2,887 | $8,628-66.5% | $7,038-59.0% | $6,977-58.6% |
| Admin fee / account holder | $3,493 | $73,031-95.2% | $50,982-93.1% | $19,030-81.6% |