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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 | $18,452 | $108,825-83.0% | $156,181-88.2% | $82,448-77.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.16% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $905 | $2,870-68.5% | $4,294-78.9% | $2,551-64.5% |
| Participant deferral / active EE | $3,245 | $4,577-29.1% | $6,132-47.1% | $4,139-21.6% |
| Admin fee / account holder | $1,565 | $9,341-83.2% | $14,586-89.3% | $7,234-78.4% |