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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 | $30,665 | $123,478-75.2% | $216,567-85.8% | $94,015-67.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 18.99% | 23.61%-4.6pp | 12.94%+6.1pp | 17.84%+1.2pp |
| Employer contribution / active EE | $2,891 | $3,136-7.8% | $5,216-44.6% | $2,790+3.6% |
| Participant deferral / active EE | $3,672 | $4,556-19.4% | $6,191-40.7% | $4,249-13.6% |
| Admin fee / account holder | $675 | $12,753-94.7% | $21,981-96.9% | $8,951-92.5% |