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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 | $114,712-84.8% | $173,730-90.0% | $87,485-80.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 14.21% | 20.18%-6.0pp | 19.96%-5.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,968 | $2,904-32.2% | $4,577-57.0% | $2,596-24.2% |
| Participant deferral / active EE | $3,682 | $4,642-20.7% | $6,326-41.8% | $4,274-13.8% |
| Admin fee / account holder | $2,047 | $10,210-79.9% | $17,523-88.3% | $7,775-73.7% |