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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 | $100,194-90.1% | $122,979-92.0% | $86,983-88.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 19.97% | 16.47%+3.5pp | 20.12%-0.1pp | 25.83%-5.9pp |
| Employer contribution / active EE | $4,624 | $2,326+98.8% | $3,062+51.0% | $2,584+78.9% |
| Participant deferral / active EE | $3,484 | $4,133-15.7% | $5,003-30.4% | $4,194-16.9% |
| Admin fee / account holder | $2,596 | $10,148-74.4% | $12,864-79.8% | $7,856-66.9% |