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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 | $45,958 | $407,956-88.7% | $299,830-84.7% | $198,609-76.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 18.15% | 6.66%+11.5pp | 10.58%+7.6pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,872 | $7,661-49.5% | $5,842-33.7% | $5,055-23.4% |
| Participant deferral / active EE | $4,972 | $8,628-42.4% | $7,038-29.4% | $6,977-28.7% |
| Admin fee / account holder | $587 | $73,031-99.2% | $50,982-98.8% | $19,030-96.9% |