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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 | $19,325 | $123,478-84.3% | $216,567-91.1% | $94,015-79.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 18.17% | 23.61%-5.4pp | 12.94%+5.2pp | 17.84%+0.3pp |
| Employer contribution / active EE | $2,600 | $3,136-17.1% | $5,216-50.2% | $2,790-6.8% |
| Participant deferral / active EE | $2,913 | $4,556-36.1% | $6,191-53.0% | $4,249-31.5% |
| Admin fee / account holder | $729 | $12,753-94.3% | $21,981-96.7% | $8,951-91.9% |