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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 | $22,059 | $67,606-67.4% | $82,313-73.2% | $70,124-68.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.19% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,144 | $1,755-34.8% | $2,428-52.9% | $2,342-51.1% |
| Participant deferral / active EE | $2,540 | $2,987-15.0% | $3,706-31.5% | $3,332-23.8% |
| Admin fee / account holder | $2,606 | $4,512-42.2% | $5,608-53.5% | $4,645-43.9% |