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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 | $31,307 | $138,386-77.4% | $184,260-83.0% | $80,935-61.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.57% | 20.02%-1.4pp | 28.84%-10.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $4,520 | $4,851-6.8% | $6,427-29.7% | $2,757+64.0% |
| Participant deferral / active EE | $8,463 | $7,076+19.6% | $9,133-7.3% | $4,299+96.8% |
| Admin fee / account holder | $2,030 | $10,489-80.6% | $13,898-85.4% | $6,924-70.7% |