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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 | $16,476 | $52,678-68.7% | $75,784-78.3% | $59,633-72.4% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.8%+21.5pp | 68.7%+28.6pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,875 | $2,193-14.5% | $3,323-43.6% | $2,203-14.9% |
| Participant deferral / active EE | $1,970 | $2,591-23.9% | $3,652-46.0% | $3,192-38.3% |
| Admin fee / account holder | $509 | $3,610-85.9% | $5,300-90.4% | $4,297-88.2% |