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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 | $12,923 | $124,980-89.7% | $108,359-88.1% | $154,746-91.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.63% | 45.00%-26.4pp | 36.89%-18.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,186 | $2,851-58.4% | $2,399-50.6% | $4,379-72.9% |
| Participant deferral / active EE | $3,065 | $4,743-35.4% | $4,137-25.9% | $6,730-54.5% |
| Admin fee / account holder | $1,358 | $11,502-88.2% | $9,741-86.1% | $14,365-90.5% |