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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 | $15,508 | $118,496-86.9% | $98,461-84.2% | $139,466-88.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 18.96%-0.9pp | 21.17%-3.1pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,028 | $3,611-43.8% | $3,049-33.5% | $4,754-57.4% |
| Participant deferral / active EE | $5,580 | $5,393+3.5% | $4,738+17.8% | $6,712-16.9% |
| Admin fee / account holder | $483 | $14,056-96.6% | $8,961-94.6% | $11,409-95.8% |