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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 | $7,687 | $126,661-93.9% | $113,397-93.2% | $138,895-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 31.23% | 25.05%+6.2pp | 23.20%+8.0pp | 145.39%-114.2pp |
| Employer contribution / active EE | $1,434 | $3,456-58.5% | $2,977-51.8% | $4,194-65.8% |
| Participant deferral / active EE | $2,196 | $5,693-61.4% | $5,076-56.7% | $6,396-65.7% |
| Admin fee / account holder | $582 | $14,549-96.0% | $11,957-95.1% | $12,562-95.4% |