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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 | $5,418 | $112,729-95.2% | $98,716-94.5% | $137,256-96.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 33.75% | 38.48%-4.7pp | 31.81%+1.9pp | 220.34%-186.6pp |
| Employer contribution / active EE | $1,849 | $2,725-32.2% | $2,279-18.9% | $4,156-55.5% |
| Participant deferral / active EE | $2,330 | $4,640-49.8% | $4,048-42.4% | $6,407-63.6% |
| Admin fee / account holder | $764 | $10,129-92.5% | $8,703-91.2% | $12,270-93.8% |