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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 | $10,382 | $124,980-91.7% | $108,359-90.4% | $154,746-93.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.26% | 45.00%-31.7pp | 36.89%-23.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,326 | $2,851-53.5% | $2,399-44.7% | $4,379-69.7% |
| Participant deferral / active EE | $1,941 | $4,743-59.1% | $4,137-53.1% | $6,730-71.2% |
| Admin fee / account holder | $744 | $11,502-93.5% | $9,741-92.4% | $14,365-94.8% |