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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 | $35,192 | $97,550-63.9% | $120,344-70.8% | $87,485-59.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 18.75% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,935 | $2,291+28.1% | $3,020-2.8% | $2,596+13.0% |
| Participant deferral / active EE | $5,728 | $4,230+35.4% | $5,135+11.6% | $4,274+34.0% |
| Admin fee / account holder | $384 | $9,543-96.0% | $12,742-97.0% | $7,775-95.1% |