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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 | $41,517 | $145,431-71.5% | $211,142-80.3% | $87,485-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 27.75% | 27.21%+0.5pp | 46.84%-19.1pp | 26.06%+1.7pp |
| Employer contribution / active EE | $5,287 | $4,662+13.4% | $6,442-17.9% | $2,596+103.7% |
| Participant deferral / active EE | $11,595 | $6,859+69.1% | $9,284+24.9% | $4,274+171.3% |
| Admin fee / account holder | $1,029 | $17,052-94.0% | $19,076-94.6% | $7,775-86.8% |