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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 | $9,236 | $184,014-95.0% | $161,149-94.3% | $138,895-93.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 33.35% | 21.52%+11.8pp | 21.16%+12.2pp | 145.39%-112.0pp |
| Employer contribution / active EE | $2,668 | $5,055-47.2% | $4,360-38.8% | $4,194-36.4% |
| Participant deferral / active EE | $3,005 | $6,909-56.5% | $6,153-51.2% | $6,396-53.0% |
| Admin fee / account holder | $1,127 | $18,027-93.7% | $15,194-92.6% | $12,562-91.0% |