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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 | $17,477 | $181,896-90.4% | $156,551-88.8% | $273,972-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,381 | $6,248-29.9% | $5,501-20.4% | $4,869-10.0% |
| Participant deferral / active EE | $4,319 | $5,550-22.2% | $4,871-11.3% | $5,287-18.3% |
| Admin fee / account holder | $9,580 | $15,560-38.4% | $13,028-26.5% | $10,133-5.5% |