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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 | $144,964 | $177,834-18.5% | $177,834-18.5% | $254,542-43.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 39.5%+60.5pp | 47.3%+52.7pp |
| Annual return | 15.84% | 10.65%+5.2pp | 11.67%+4.2pp | 12.16%+3.7pp |
| Employer contribution / active EE | $31,268 | $33,520-6.7% | $28,376+10.2% | $44,747-30.1% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $7,098 | $15,617-54.5% | $15,617-54.5% | $17,640-59.8% |