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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 | $8,596 | $86,940-90.1% | $102,434-91.6% | $80,935-89.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.85% | 18.89%-8.0pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,061 | $2,370-55.2% | $3,023-64.9% | $2,757-61.5% |
| Participant deferral / active EE | $2,553 | $4,121-38.0% | $5,055-49.5% | $4,299-40.6% |
| Admin fee / account holder | $3,003 | $8,047-62.7% | $9,462-68.3% | $6,924-56.6% |