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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 | $21,230 | $87,225-75.7% | $158,226-86.6% | $94,015-77.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 74.8%+25.2pp | 70.8%+29.2pp |
| Annual return | 17.18% | 16.34%+0.8pp | 501.41%-484.2pp | 17.84%-0.7pp |
| Employer contribution / active EE | $1,726 | $2,217-22.2% | $2,986-42.2% | $2,790-38.2% |
| Participant deferral / active EE | $2,984 | $3,405-12.4% | $4,317-30.9% | $4,249-29.8% |
| Admin fee / account holder | $3,817 | $7,888-51.6% | $10,217-62.6% | $8,951-57.4% |