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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 | $17,164 | $101,795-83.1% | $165,100-89.6% | $80,959-78.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.04% | 16.73%-2.7pp | 70.21%-56.2pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,748 | $2,954-7.0% | $4,348-36.8% | $2,757-0.3% |
| Participant deferral / active EE | $5,514 | $4,476+23.2% | $6,035-8.6% | $4,300+28.2% |
| Admin fee / account holder | $1,191 | $8,221-85.5% | $12,696-90.6% | $6,925-82.8% |