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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 | $99,875-82.1% | $146,866-87.8% | $86,983-79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.63% | 28.10%-6.5pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $1,797 | $3,224-44.3% | $4,425-59.4% | $2,584-30.5% |
| Participant deferral / active EE | $3,781 | $6,322-40.2% | $7,759-51.3% | $4,194-9.8% |
| Admin fee / account holder | $682 | $7,838-91.3% | $13,620-95.0% | $7,856-91.3% |