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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 | $17,901 | $126,661-85.9% | $113,397-84.2% | $138,895-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 25.74% | 25.05%+0.7pp | 23.20%+2.5pp | 145.39%-119.7pp |
| Employer contribution / active EE | $2,272 | $3,456-34.3% | $2,977-23.7% | $4,194-45.8% |
| Participant deferral / active EE | $7,345 | $5,693+29.0% | $5,076+44.7% | $6,396+14.8% |
| Admin fee / account holder | $1,136 | $14,549-92.2% | $11,957-90.5% | $12,562-91.0% |