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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 | $9,063 | $107,733-91.6% | $92,985-90.3% | $154,746-94.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.66% | 30.39%-11.7pp | 27.99%-9.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,253 | $3,126-59.9% | $2,662-52.9% | $4,379-71.4% |
| Participant deferral / active EE | $2,525 | $5,053-50.0% | $4,377-42.3% | $6,730-62.5% |
| Admin fee / account holder | $321 | $11,369-97.2% | $9,463-96.6% | $14,365-97.8% |