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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 | $29,949 | $95,453-68.6% | $112,040-73.3% | $82,448-63.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.08% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,816 | $2,318+150.9% | $2,954+96.9% | $2,551+128.0% |
| Participant deferral / active EE | $6,230 | $4,224+47.5% | $5,098+22.2% | $4,139+50.5% |
| Admin fee / account holder | $447 | $9,013-95.0% | $12,098-96.3% | $7,234-93.8% |