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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 | $130,994 | $169,910-22.9% | $158,640-17.4% | $248,183-47.2% |
| Participation rate | 100.0% | 35.4%+64.6pp | 22.2%+77.8pp | 45.9%+54.1pp |
| Annual return | 11.73% | 9.33%+2.4pp | 10.66%+1.1pp | 10.21%+1.5pp |
| Employer contribution / active EE | $29,740 | $36,456-18.4% | $30,880-3.7% | $42,272-29.6% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $7,159 | $1,630+339.1% | $1,478+384.5% | $13,518-47.0% |