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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 | $24,925 | $86,940-71.3% | $102,434-75.7% | $80,935-69.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.31% | 18.89%-6.6pp | 29.46%-17.1pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,078 | $2,370+29.9% | $3,023+1.8% | $2,757+11.7% |
| Participant deferral / active EE | $7,368 | $4,121+78.8% | $5,055+45.8% | $4,299+71.4% |
| Admin fee / account holder | $5,781 | $8,047-28.2% | $9,462-38.9% | $6,924-16.5% |