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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 | $13,264 | $199,109-93.3% | $173,730-92.4% | $154,746-91.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.58% | 20.02%-4.4pp | 19.96%-4.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,868 | $5,311-64.8% | $4,577-59.2% | $4,379-57.3% |
| Participant deferral / active EE | $2,973 | $7,113-58.2% | $6,326-53.0% | $6,730-55.8% |
| Admin fee / account holder | $576 | $20,916-97.2% | $17,523-96.7% | $14,365-96.0% |