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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 | $26,754 | $135,905-80.3% | $126,068-78.8% | $198,609-86.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 23.48% | 14.07%+9.4pp | 15.01%+8.5pp | 202.70%-179.2pp |
| Employer contribution / active EE | $1,456 | $4,245-65.7% | $3,968-63.3% | $5,055-71.2% |
| Participant deferral / active EE | $11,618 | $8,523+36.3% | $8,214+41.4% | $6,977+66.5% |
| Admin fee / account holder | $914 | $21,036-95.7% | $18,264-95.0% | $19,030-95.2% |