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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 | $83,146 | $142,953-41.8% | $139,743-40.5% | $237,064-64.9% |
| Participation rate | 100.0% | 35.1%+64.9pp | 22.6%+77.4pp | 45.6%+54.4pp |
| Annual return | 8.27% | 4.04%+4.2pp | 4.96%+3.3pp | 4.16%+4.1pp |
| Employer contribution / active EE | $32,381 | $35,442-8.6% | $29,749+8.8% | $42,918-24.6% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $5,596 | $3,549+57.7% | $3,369+66.1% | $21,465-73.9% |