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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 | $19,130 | $146,267-86.9% | $197,124-90.3% | $82,448-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 20.13% | 29.61%-9.5pp | 44.34%-24.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,747 | $4,723-41.8% | $6,227-55.9% | $2,551+7.7% |
| Participant deferral / active EE | $4,124 | $7,035-41.4% | $9,135-54.9% | $4,139-0.4% |
| Admin fee / account holder | $1,767 | $14,422-87.7% | $16,298-89.2% | $7,234-75.6% |