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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 | $15,087 | $213,785-92.9% | $185,441-91.9% | $155,188-90.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.92% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,648 | $5,393-69.4% | $4,672-64.7% | $4,248-61.2% |
| Participant deferral / active EE | $3,289 | $6,864-52.1% | $6,152-46.5% | $6,531-49.6% |
| Admin fee / account holder | $2,635 | $21,134-87.5% | $17,890-85.3% | $14,480-81.8% |