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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 | $13,349 | $114,712-88.4% | $173,730-92.3% | $87,485-84.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 21.47% | 20.18%+1.3pp | 19.96%+1.5pp | 26.06%-4.6pp |
| Employer contribution / active EE | $3,977 | $2,904+37.0% | $4,577-13.1% | $2,596+53.2% |
| Participant deferral / active EE | $3,221 | $4,642-30.6% | $6,326-49.1% | $4,274-24.6% |
| Admin fee / account holder | $1,009 | $10,210-90.1% | $17,523-94.2% | $7,775-87.0% |