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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 | $26,696 | $185,141-85.6% | $153,416-82.6% | $155,188-82.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 19.57% | 18.72%+0.8pp | 17.84%+1.7pp | 148.84%-129.3pp |
| Employer contribution / active EE | $6,903 | $4,489+53.8% | $3,764+83.4% | $4,248+62.5% |
| Participant deferral / active EE | $3,564 | $5,477-34.9% | $4,723-24.6% | $6,531-45.4% |
| Admin fee / account holder | $829 | $16,005-94.8% | $13,095-93.7% | $14,480-94.3% |