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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 | $23,145 | $181,896-87.3% | $156,551-85.2% | $273,972-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.69% | 30.74%-24.1pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,307 | $6,248-47.1% | $5,501-39.9% | $4,869-32.1% |
| Participant deferral / active EE | $3,260 | $5,550-41.3% | $4,871-33.1% | $5,287-38.3% |
| Admin fee / account holder | $1,087 | $15,560-93.0% | $13,028-91.7% | $10,133-89.3% |