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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 | $26,338 | $153,769-82.9% | $133,975-80.3% | $273,972-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.44% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,428 | $6,029-59.7% | $5,211-53.4% | $4,869-50.1% |
| Participant deferral / active EE | $2,851 | $6,958-59.0% | $6,282-54.6% | $5,287-46.1% |
| Admin fee / account holder | $534 | $11,765-95.5% | $9,324-94.3% | $10,133-94.7% |