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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 | $14,557 | $124,425-88.3% | $112,040-87.0% | $137,256-89.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.96% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,950 | $3,411+45.1% | $2,954+67.6% | $4,156+19.1% |
| Participant deferral / active EE | $13,529 | $5,718+136.6% | $5,098+165.4% | $6,407+111.2% |
| Admin fee / account holder | $1,186 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |