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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 | $10,090 | $49,249-79.5% | $70,476-85.7% | $79,852-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.04% | 30.09%-18.0pp | 109.12%-97.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $2,797 | $2,100+33.2% | $2,738+2.2% | $2,471+13.2% |
| Participant deferral / active EE | $2,306 | $2,769-16.7% | $3,710-37.8% | $3,740-38.3% |
| Admin fee / account holder | $3,519 | $2,878+22.3% | $3,847-8.5% | $5,306-33.7% |