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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 | $17,617 | $101,795-82.7% | $165,100-89.3% | $80,959-78.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.41% | 16.73%-3.3pp | 70.21%-56.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,567 | $2,954-46.9% | $4,348-64.0% | $2,757-43.2% |
| Participant deferral / active EE | $3,796 | $4,476-15.2% | $6,035-37.1% | $4,300-11.7% |
| Admin fee / account holder | $504 | $8,221-93.9% | $12,696-96.0% | $6,925-92.7% |