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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 | $17,437 | $108,825-84.0% | $156,181-88.8% | $82,448-78.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.21% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,968 | $2,870-31.4% | $4,294-54.2% | $2,551-22.9% |
| Participant deferral / active EE | $3,682 | $4,577-19.6% | $6,132-40.0% | $4,139-11.0% |
| Admin fee / account holder | $2,047 | $9,341-78.1% | $14,586-86.0% | $7,234-71.7% |