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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 | $21,649 | $184,014-88.2% | $161,149-86.6% | $138,895-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 24.39% | 21.52%+2.9pp | 21.16%+3.2pp | 145.39%-121.0pp |
| Employer contribution / active EE | $1,661 | $5,055-67.1% | $4,360-61.9% | $4,194-60.4% |
| Participant deferral / active EE | $3,593 | $6,909-48.0% | $6,153-41.6% | $6,396-43.8% |
| Admin fee / account holder | $380 | $18,027-97.9% | $15,194-97.5% | $12,562-97.0% |