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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 | $18,959 | $143,969-86.8% | $199,883-90.5% | $82,637-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 17.19% | 25.67%-8.5pp | 43.81%-26.6pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,625 | $4,632-43.3% | $6,261-58.1% | $2,552+2.8% |
| Participant deferral / active EE | $4,172 | $6,937-39.9% | $9,138-54.3% | $4,126+1.1% |
| Admin fee / account holder | $3,284 | $14,597-77.5% | $17,268-81.0% | $7,339-55.3% |