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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 | $10,634 | $111,814-90.5% | $103,378-89.7% | $145,978-92.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.40% | 24.80%-9.4pp | 24.91%-9.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,581 | $4,215-38.8% | $3,870-33.3% | $4,662-44.6% |
| Participant deferral / active EE | $3,057 | $5,618-45.6% | $5,058-39.6% | $6,690-54.3% |
| Admin fee / account holder | $1,627 | $9,764-83.3% | $8,401-80.6% | $13,400-87.9% |