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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 | $20,198 | $94,436-78.6% | $115,599-82.5% | $82,637-75.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 13.26% | 18.37%-5.1pp | 111.10%-97.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $2,489 | $2,324+7.1% | $2,955-15.8% | $2,552-2.5% |
| Participant deferral / active EE | $2,732 | $3,955-30.9% | $4,889-44.1% | $4,126-33.8% |
| Admin fee / account holder | $376 | $10,328-96.4% | $12,841-97.1% | $7,339-94.9% |