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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 | $15,937 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.43% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,660 | $6,248-73.4% | $5,501-69.8% | $4,869-65.9% |
| Participant deferral / active EE | $3,279 | $5,550-40.9% | $4,871-32.7% | $5,287-38.0% |
| Admin fee / account holder | $324 | $15,560-97.9% | $13,028-97.5% | $10,133-96.8% |