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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 | $30,211 | $199,109-84.8% | $173,730-82.6% | $154,746-80.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.40% | 20.02%-4.6pp | 19.96%-4.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $5,809 | $5,311+9.4% | $4,577+26.9% | $4,379+32.6% |
| Participant deferral / active EE | $9,547 | $7,113+34.2% | $6,326+50.9% | $6,730+41.9% |
| Admin fee / account holder | $1,065 | $20,916-94.9% | $17,523-93.9% | $14,365-92.6% |