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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 | $25,790 | $88,370-70.8% | $112,977-77.2% | $79,852-67.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 14.06% | 23.16%-9.1pp | 24.24%-10.2pp | 31.72%-17.7pp |
| Employer contribution / active EE | $2,342 | $3,398-31.1% | $4,255-45.0% | $2,471-5.2% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $869 | $5,750-84.9% | $6,294-86.2% | $5,306-83.6% |