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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 | $124,980-95.7% | $108,359-95.0% | $154,746-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 33.75% | 45.00%-11.2pp | 36.89%-3.1pp | 172.34%-138.6pp |
| Employer contribution / active EE | $1,849 | $2,851-35.1% | $2,399-22.9% | $4,379-57.8% |
| Participant deferral / active EE | $2,330 | $4,743-50.9% | $4,137-43.7% | $6,730-65.4% |
| Admin fee / account holder | $764 | $11,502-93.4% | $9,741-92.2% | $14,365-94.7% |