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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 | $24,362 | $199,109-87.8% | $173,730-86.0% | $154,746-84.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.30% | 20.02%-9.7pp | 19.96%-9.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,907 | $5,311-64.1% | $4,577-58.3% | $4,379-56.5% |
| Participant deferral / active EE | $3,882 | $7,113-45.4% | $6,326-38.6% | $6,730-42.3% |
| Admin fee / account holder | $11,301 | $20,916-46.0% | $17,523-35.5% | $14,365-21.3% |