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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 | $17,098 | $79,894-78.6% | $135,792-87.4% | $82,637-79.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 18.86% | 17.20%+1.7pp | 25.96%-7.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,348 | $2,165+8.4% | $3,496-32.8% | $2,552-8.0% |
| Participant deferral / active EE | $3,033 | $3,194-5.0% | $4,759-36.3% | $4,126-26.5% |
| Admin fee / account holder | $2,652 | $6,434-58.8% | $12,266-78.4% | $7,339-63.9% |