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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 | $77,962-81.8% | $178,540-92.1% | $80,935-82.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 11.74% | 18.10%-6.4pp | 27.15%-15.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,641 | $2,280-28.1% | $3,953-58.5% | $2,757-40.5% |
| Participant deferral / active EE | $3,998 | $4,404-9.2% | $6,281-36.3% | $4,299-7.0% |
| Admin fee / account holder | $4,869 | $7,156-32.0% | $10,424-53.3% | $6,924-29.7% |