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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 | $19,465 | $101,795-80.9% | $165,100-88.2% | $80,959-76.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.82% | 16.73%-0.9pp | 70.21%-54.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,493 | $2,954-15.6% | $4,348-42.7% | $2,757-9.6% |
| Participant deferral / active EE | $5,935 | $4,476+32.6% | $6,035-1.7% | $4,300+38.0% |
| Admin fee / account holder | $1,425 | $8,221-82.7% | $12,696-88.8% | $6,925-79.4% |