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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 | $18,263 | $88,583-79.4% | $88,497-79.4% | $273,972-93.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 17.20% | 5.68%+11.5pp | 7.63%+9.6pp | 41.46%-24.3pp |
| Employer contribution / active EE | $7,000 | $4,502+55.5% | $4,036+73.4% | $4,869+43.8% |
| Participant deferral / active EE | $2,894 | $4,891-40.8% | $4,899-40.9% | $5,287-45.3% |
| Admin fee / account holder | $1,088 | $8,980-87.9% | $6,220-82.5% | $10,133-89.3% |