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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 | $8,467 | $110,212-92.3% | $96,534-91.2% | $139,466-93.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.81% | 26.42%+0.4pp | 25.88%+0.9pp | 373.66%-346.8pp |
| Employer contribution / active EE | $1,838 | $3,620-49.2% | $2,965-38.0% | $4,754-61.3% |
| Participant deferral / active EE | $2,194 | $5,547-60.5% | $4,851-54.8% | $6,712-67.3% |
| Admin fee / account holder | $592 | $11,599-94.9% | $8,253-92.8% | $11,409-94.8% |