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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 | $11,159 | $96,558-88.4% | $80,977-86.2% | $273,970-95.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.73% | 15.14%-9.4pp | 17.11%-11.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,562 | $4,869-67.9% | $3,715-57.9% | $4,869-67.9% |
| Participant deferral / active EE | $1,985 | $6,598-69.9% | $5,696-65.2% | $5,287-62.5% |
| Admin fee / account holder | $2,858 | $7,493-61.9% | $5,517-48.2% | $10,132-71.8% |