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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 | $17,878 | $106,749-83.3% | $145,433-87.7% | $82,448-78.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.63% | 27.59%-6.0pp | 66.58%-44.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,797 | $3,444-47.8% | $4,554-60.6% | $2,551-29.6% |
| Participant deferral / active EE | $3,781 | $6,519-42.0% | $7,897-52.1% | $4,139-8.7% |
| Admin fee / account holder | $682 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |