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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 | $104,098-90.5% | $140,514-93.0% | $94,015-89.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 19.97% | 15.14%+4.8pp | 14.36%+5.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $4,624 | $2,388+93.6% | $3,378+36.9% | $2,790+65.7% |
| Participant deferral / active EE | $3,484 | $4,033-13.6% | $4,919-29.2% | $4,249-18.0% |
| Admin fee / account holder | $2,596 | $10,439-75.1% | $13,697-81.0% | $8,951-71.0% |