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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 | $23,439 | $86,949-73.0% | $102,460-77.1% | $80,959-71.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.62% | 18.89%-6.3pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,872 | $2,370-21.0% | $3,025-38.1% | $2,757-32.1% |
| Participant deferral / active EE | $2,755 | $4,121-33.2% | $5,056-45.5% | $4,300-35.9% |
| Admin fee / account holder | $1,221 | $8,048-84.8% | $9,460-87.1% | $6,925-82.4% |