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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 | $4,716 | $86,940-94.6% | $102,434-95.4% | $80,935-94.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 26.47% | 18.89%+7.6pp | 29.46%-3.0pp | 35.66%-9.2pp |
| Employer contribution / active EE | $745 | $2,370-68.6% | $3,023-75.3% | $2,757-73.0% |
| Participant deferral / active EE | $5,400 | $4,121+31.0% | $5,055+6.8% | $4,299+25.6% |
| Admin fee / account holder | $664 | $8,047-91.7% | $9,462-93.0% | $6,924-90.4% |