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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 | $52,134 | $254,759-79.5% | $216,567-75.9% | $198,609-73.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.02% | 10.04%+9.0pp | 12.94%+6.1pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,897 | $6,096-52.5% | $5,216-44.5% | $5,055-42.7% |
| Participant deferral / active EE | $5,415 | $6,948-22.1% | $6,191-12.5% | $6,977-22.4% |
| Admin fee / account holder | $475 | $26,311-98.2% | $21,981-97.8% | $19,030-97.5% |