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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 | $13,911 | $77,472-82.0% | $100,415-86.1% | $80,959-82.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 18.96% | 37.26%-18.3pp | 49.47%-30.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,613 | $2,800-6.7% | $3,943-33.7% | $2,757-5.2% |
| Participant deferral / active EE | $3,343 | $6,818-51.0% | $8,091-58.7% | $4,300-22.3% |
| Admin fee / account holder | $728 | $5,885-87.6% | $7,906-90.8% | $6,925-89.5% |