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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 | $24,904 | $86,949-71.4% | $102,460-75.7% | $80,959-69.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.32% | 18.89%-6.6pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,448 | $2,370+45.5% | $3,025+14.0% | $2,757+25.1% |
| Participant deferral / active EE | $1,898 | $4,121-53.9% | $5,056-62.5% | $4,300-55.9% |
| Admin fee / account holder | $766 | $8,048-90.5% | $9,460-91.9% | $6,925-88.9% |