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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 | $36,434 | $123,793-70.6% | $177,840-79.5% | $79,852-54.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 34.21% | 22.82%+11.4pp | 48.32%-14.1pp | 31.72%+2.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,039 | $5,956+35.0% | $7,714+4.2% | $3,740+114.9% |
| Admin fee / account holder | $395 | $7,243-94.6% | $12,431-96.8% | $5,306-92.6% |