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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 | $22,932 | $86,949-73.6% | $102,460-77.6% | $80,959-71.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.72% | 18.89%-5.2pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,138 | $2,370-9.8% | $3,025-29.3% | $2,757-22.5% |
| Participant deferral / active EE | $4,584 | $4,121+11.2% | $5,056-9.3% | $4,300+6.6% |
| Admin fee / account holder | $1,615 | $8,048-79.9% | $9,460-82.9% | $6,925-76.7% |