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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 | $30,937 | $95,404-67.6% | $113,397-72.7% | $82,637-62.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.58% | 19.08%+1.5pp | 23.20%-2.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,897 | $2,307+25.6% | $2,977-2.7% | $2,552+13.5% |
| Participant deferral / active EE | $8,397 | $4,220+99.0% | $5,076+65.4% | $4,126+103.5% |
| Admin fee / account holder | $1,446 | $9,168-84.2% | $11,957-87.9% | $7,339-80.3% |