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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 | $18,993 | $93,617-79.7% | $135,982-86.0% | $75,177-74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.54% | 30.89%-6.3pp | 68.32%-43.8pp | 160.75%-136.2pp |
| Employer contribution / active EE | $2,611 | $3,538-26.2% | $4,859-46.3% | $2,671-2.3% |
| Participant deferral / active EE | $2,888 | $6,406-54.9% | $7,760-62.8% | $4,126-30.0% |
| Admin fee / account holder | $557 | $6,980-92.0% | $10,767-94.8% | $5,651-90.1% |