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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 | $9,876 | $97,550-89.9% | $120,344-91.8% | $87,485-88.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 19.97% | 18.41%+1.6pp | 20.30%-0.3pp | 26.06%-6.1pp |
| Employer contribution / active EE | $4,624 | $2,291+101.8% | $3,020+53.1% | $2,596+78.1% |
| Participant deferral / active EE | $3,484 | $4,230-17.6% | $5,135-32.1% | $4,274-18.5% |
| Admin fee / account holder | $2,596 | $9,543-72.8% | $12,742-79.6% | $7,775-66.6% |