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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 | $13,761 | $86,940-84.2% | $102,434-86.6% | $80,935-83.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.34% | 18.89%-3.6pp | 29.46%-14.1pp | 35.66%-20.3pp |
| Employer contribution / active EE | $4,911 | $2,370+107.2% | $3,023+62.4% | $2,757+78.1% |
| Participant deferral / active EE | $3,562 | $4,121-13.6% | $5,055-29.5% | $4,299-17.2% |
| Admin fee / account holder | $608 | $8,047-92.4% | $9,462-93.6% | $6,924-91.2% |