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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 | $19,163 | $215,361-91.1% | $171,082-88.8% | $273,972-93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.68% | 25.14%-7.5pp | 32.56%-14.9pp | 41.46%-23.8pp |
| Employer contribution / active EE | $2,307 | $4,967-53.5% | $4,002-42.3% | $4,869-52.6% |
| Participant deferral / active EE | $5,726 | $5,543+3.3% | $4,797+19.4% | $5,287+8.3% |
| Admin fee / account holder | $1,098 | $10,846-89.9% | $8,520-87.1% | $10,133-89.2% |