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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 | $20,192 | $95,453-78.8% | $112,040-82.0% | $82,448-75.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.98% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,981 | $2,318-14.5% | $2,954-32.9% | $2,551-22.3% |
| Participant deferral / active EE | $2,186 | $4,224-48.2% | $5,098-57.1% | $4,139-47.2% |
| Admin fee / account holder | $1,293 | $9,013-85.7% | $12,098-89.3% | $7,234-82.1% |