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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 | $23,878 | $184,014-87.0% | $161,149-85.2% | $138,895-82.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.27% | 21.52%-3.3pp | 21.16%-2.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,434 | $5,055-32.1% | $4,360-21.2% | $4,194-18.1% |
| Participant deferral / active EE | $11,556 | $6,909+67.3% | $6,153+87.8% | $6,396+80.7% |
| Admin fee / account holder | $1,049 | $18,027-94.2% | $15,194-93.1% | $12,562-91.7% |