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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 | $94,658 | $179,235-47.2% | $161,646-41.4% | $254,542-62.8% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.3%+52.7pp |
| Annual return | 23.73% | 12.78%+10.9pp | 12.93%+10.8pp | 12.16%+11.6pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $820 | $5,275-84.5% | $4,659-82.4% | $17,640-95.4% |