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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 | $15,753 | $184,014-91.4% | $161,149-90.2% | $138,895-88.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 21.10% | 21.52%-0.4pp | 21.16%-0.1pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,577 | $5,055-49.0% | $4,360-40.9% | $4,194-38.6% |
| Participant deferral / active EE | $3,449 | $6,909-50.1% | $6,153-43.9% | $6,396-46.1% |
| Admin fee / account holder | $837 | $18,027-95.4% | $15,194-94.5% | $12,562-93.3% |