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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 | $5,861 | $107,733-94.6% | $92,985-93.7% | $154,746-96.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 35.23% | 30.39%+4.8pp | 27.99%+7.2pp | 172.34%-137.1pp |
| Employer contribution / active EE | $2,664 | $3,126-14.8% | $2,662+0.1% | $4,379-39.2% |
| Participant deferral / active EE | $3,421 | $5,053-32.3% | $4,377-21.8% | $6,730-49.2% |
| Admin fee / account holder | $2,343 | $11,369-79.4% | $9,463-75.2% | $14,365-83.7% |