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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 | $14,504 | $126,661-88.5% | $113,397-87.2% | $138,895-89.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 37.15% | 25.05%+12.1pp | 23.20%+14.0pp | 145.39%-108.2pp |
| Employer contribution / active EE | $1,673 | $3,456-51.6% | $2,977-43.8% | $4,194-60.1% |
| Participant deferral / active EE | $2,304 | $5,693-59.5% | $5,076-54.6% | $6,396-64.0% |
| Admin fee / account holder | $423 | $14,549-97.1% | $11,957-96.5% | $12,562-96.6% |