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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 | $108,825-71.8% | $156,181-80.4% | $82,448-62.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.99% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,891 | $2,870+0.7% | $4,294-32.7% | $2,551+13.3% |
| Participant deferral / active EE | $3,672 | $4,577-19.8% | $6,132-40.1% | $4,139-11.3% |
| Admin fee / account holder | $675 | $9,341-92.8% | $14,586-95.4% | $7,234-90.7% |