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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 | $14,569 | $161,352-91.0% | $134,172-89.1% | $137,256-89.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 25.36% | 28.72%-3.4pp | 25.30%+0.1pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,138 | $4,099-72.2% | $3,420-66.7% | $4,156-72.6% |
| Participant deferral / active EE | $3,511 | $5,552-36.8% | $4,690-25.2% | $6,407-45.2% |
| Admin fee / account holder | $390 | $15,028-97.4% | $12,016-96.8% | $12,270-96.8% |