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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 | $9,876 | $95,404-89.6% | $113,397-91.3% | $82,637-88.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.97% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $4,624 | $2,307+100.4% | $2,977+55.3% | $2,552+81.2% |
| Participant deferral / active EE | $3,484 | $4,220-17.4% | $5,076-31.4% | $4,126-15.6% |
| Admin fee / account holder | $2,596 | $9,168-71.7% | $11,957-78.3% | $7,339-64.6% |