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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 | $27,969 | $199,109-86.0% | $173,730-83.9% | $154,746-81.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.69% | 20.02%-2.3pp | 19.96%-2.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,487 | $5,311-72.0% | $4,577-67.5% | $4,379-66.0% |
| Participant deferral / active EE | $5,867 | $7,113-17.5% | $6,326-7.3% | $6,730-12.8% |
| Admin fee / account holder | $1,523 | $20,916-92.7% | $17,523-91.3% | $14,365-89.4% |