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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 | $22,639 | $213,785-89.4% | $185,441-87.8% | $155,188-85.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.45% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,119 | $5,393-60.7% | $4,672-54.7% | $4,248-50.1% |
| Participant deferral / active EE | $6,783 | $6,864-1.2% | $6,152+10.3% | $6,531+3.9% |
| Admin fee / account holder | $1,163 | $21,134-94.5% | $17,890-93.5% | $14,480-92.0% |