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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 | $30,620 | $95,404-67.9% | $113,397-73.0% | $82,637-62.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.20% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,759 | $2,307+19.6% | $2,977-7.3% | $2,552+8.1% |
| Participant deferral / active EE | $4,975 | $4,220+17.9% | $5,076-2.0% | $4,126+20.6% |
| Admin fee / account holder | $834 | $9,168-90.9% | $11,957-93.0% | $7,339-88.6% |