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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 | $106,864-88.1% | $147,318-91.3% | $82,637-84.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.22% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,489 | $3,417-27.2% | $4,593-45.8% | $2,552-2.5% |
| Participant deferral / active EE | $3,450 | $6,496-46.9% | $7,906-56.4% | $4,126-16.4% |
| Admin fee / account holder | $3,723 | $8,415-55.8% | $13,708-72.8% | $7,339-49.3% |