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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 | $145,431-74.9% | $211,142-82.7% | $87,485-58.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 26.62% | 27.21%-0.6pp | 46.84%-20.2pp | 26.06%+0.6pp |
| Employer contribution / active EE | $3,462 | $4,662-25.7% | $6,442-46.3% | $2,596+33.4% |
| Participant deferral / active EE | $5,370 | $6,859-21.7% | $9,284-42.2% | $4,274+25.6% |
| Admin fee / account holder | $1,334 | $17,052-92.2% | $19,076-93.0% | $7,775-82.8% |