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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 | $14,162 | $78,013-81.8% | $178,449-92.1% | $80,911-82.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.74% | 18.07%-6.3pp | 27.09%-15.3pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,641 | $2,287-28.3% | $3,951-58.5% | $2,756-40.5% |
| Participant deferral / active EE | $3,998 | $4,408-9.3% | $6,277-36.3% | $4,297-7.0% |
| Admin fee / account holder | $4,869 | $7,166-32.1% | $10,362-53.0% | $6,935-29.8% |