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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 | $14,378 | $84,236-82.9% | $170,435-91.6% | $70,126-79.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.91% | 23.06%-7.2pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,680 | $3,387-50.4% | $5,432-69.1% | $2,343-28.3% |
| Participant deferral / active EE | $2,723 | $3,086-11.8% | $4,939-44.9% | $3,332-18.3% |
| Admin fee / account holder | $323 | $5,698-94.3% | $13,881-97.7% | $4,645-93.0% |