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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 | $10,111 | $151,427-93.3% | $112,860-91.0% | $154,746-93.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 17.24% | 30.95%-13.7pp | 35.26%-18.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,384 | $2,750-49.7% | $2,206-37.2% | $4,379-68.4% |
| Participant deferral / active EE | $2,606 | $4,285-39.2% | $3,493-25.4% | $6,730-61.3% |
| Admin fee / account holder | $2,063 | $7,369-72.0% | $6,841-69.8% | $14,365-85.6% |