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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 | $12,448 | $56,894-78.1% | $84,753-85.3% | $62,881-80.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.32% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,375 | $2,400-1.0% | $3,574-33.6% | $2,281+4.1% |
| Participant deferral / active EE | $2,157 | $2,709-20.4% | $3,712-41.9% | $3,203-32.6% |
| Admin fee / account holder | $4,241 | $3,581+18.4% | $5,333-20.5% | $4,296-1.3% |