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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 | $97,550-69.3% | $120,344-75.1% | $87,485-65.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.08% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $5,816 | $2,291+153.9% | $3,020+92.6% | $2,596+124.0% |
| Participant deferral / active EE | $6,230 | $4,230+47.3% | $5,135+21.3% | $4,274+45.8% |
| Admin fee / account holder | $447 | $9,543-95.3% | $12,742-96.5% | $7,775-94.3% |