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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 | $23,198 | $101,798-77.2% | $165,071-85.9% | $80,935-71.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.55% | 16.73%+0.8pp | 70.17%-52.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,179 | $2,954-26.2% | $4,347-49.9% | $2,757-20.9% |
| Participant deferral / active EE | $3,499 | $4,476-21.8% | $6,035-42.0% | $4,299-18.6% |
| Admin fee / account holder | $2,037 | $8,221-75.2% | $12,695-84.0% | $6,924-70.6% |