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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 | $18,614 | $184,014-89.9% | $161,149-88.4% | $138,895-86.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.82% | 21.52%-1.7pp | 21.16%-1.3pp | 145.39%-125.6pp |
| Employer contribution / active EE | $4,085 | $5,055-19.2% | $4,360-6.3% | $4,194-2.6% |
| Participant deferral / active EE | $2,428 | $6,909-64.9% | $6,153-60.5% | $6,396-62.0% |
| Admin fee / account holder | $1,248 | $18,027-93.1% | $15,194-91.8% | $12,562-90.1% |