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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 | $12,769 | $106,524-88.0% | $152,301-91.6% | $87,485-85.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.22% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,489 | $3,371-26.2% | $4,624-46.2% | $2,596-4.1% |
| Participant deferral / active EE | $3,450 | $6,525-47.1% | $8,004-56.9% | $4,274-19.3% |
| Admin fee / account holder | $3,723 | $8,287-55.1% | $14,398-74.1% | $7,775-52.1% |