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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 | $17,630 | $124,425-85.8% | $112,040-84.3% | $137,256-87.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 28.06% | 24.72%+3.3pp | 24.52%+3.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $2,137 | $3,411-37.4% | $2,954-27.7% | $4,156-48.6% |
| Participant deferral / active EE | $5,563 | $5,718-2.7% | $5,098+9.1% | $6,407-13.2% |
| Admin fee / account holder | $4,958 | $15,207-67.4% | $12,098-59.0% | $12,270-59.6% |