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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 | $32,747 | $143,969-77.3% | $199,883-83.6% | $82,637-60.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 14.93% | 25.67%-10.7pp | 43.81%-28.9pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,249 | $4,632-51.4% | $6,261-64.1% | $2,552-11.9% |
| Participant deferral / active EE | $5,254 | $6,937-24.3% | $9,138-42.5% | $4,126+27.3% |
| Admin fee / account holder | $4,481 | $14,597-69.3% | $17,268-74.0% | $7,339-38.9% |