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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 | $25,131 | $181,896-86.2% | $156,551-83.9% | $273,972-90.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.31% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $6,678 | $6,248+6.9% | $5,501+21.4% | $4,869+37.2% |
| Participant deferral / active EE | $7,008 | $5,550+26.3% | $4,871+43.9% | $5,287+32.5% |
| Admin fee / account holder | $2,876 | $15,560-81.5% | $13,028-77.9% | $10,133-71.6% |