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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 | $15,858 | $181,896-91.3% | $156,551-89.9% | $273,972-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.36% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,847 | $6,248-70.4% | $5,501-66.4% | $4,869-62.1% |
| Participant deferral / active EE | $2,630 | $5,550-52.6% | $4,871-46.0% | $5,287-50.3% |
| Admin fee / account holder | $11,125 | $15,560-28.5% | $13,028-14.6% | $10,133+9.8% |