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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 | $15,968 | $86,919-81.6% | $102,457-84.4% | $80,911-80.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.83% | 18.90%-1.1pp | 29.41%-11.6pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,927 | $2,368-18.6% | $3,022-36.2% | $2,756-30.1% |
| Participant deferral / active EE | $5,419 | $4,119+31.6% | $5,054+7.2% | $4,297+26.1% |
| Admin fee / account holder | $460 | $8,049-94.3% | $9,451-95.1% | $6,935-93.4% |