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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 | $177,156-91.8% | $147,027-90.1% | $154,746-90.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 25.36% | 21.94%+3.4pp | 20.23%+5.1pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,138 | $4,336-73.8% | $3,626-68.6% | $4,379-74.0% |
| Participant deferral / active EE | $3,511 | $5,797-39.4% | $4,933-28.8% | $6,730-47.8% |
| Admin fee / account holder | $390 | $14,904-97.4% | $12,223-96.8% | $14,365-97.3% |