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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 | $95,453-67.6% | $112,040-72.4% | $82,448-62.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.58% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,897 | $2,318+25.0% | $2,954-1.9% | $2,551+13.6% |
| Participant deferral / active EE | $8,397 | $4,224+98.8% | $5,098+64.7% | $4,139+102.9% |
| Admin fee / account holder | $1,446 | $9,013-84.0% | $12,098-88.1% | $7,234-80.0% |