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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 | $36,531 | $146,267-75.0% | $197,124-81.5% | $82,448-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 26.62% | 29.61%-3.0pp | 44.34%-17.7pp | 41.64%-15.0pp |
| Employer contribution / active EE | $3,462 | $4,723-26.7% | $6,227-44.4% | $2,551+35.7% |
| Participant deferral / active EE | $5,370 | $7,035-23.7% | $9,135-41.2% | $4,139+29.7% |
| Admin fee / account holder | $1,334 | $14,422-90.8% | $16,298-91.8% | $7,234-81.6% |