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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 | $77,460-82.0% | $100,378-86.1% | $80,925-82.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 18.96% | 37.24%-18.3pp | 49.41%-30.4pp | 35.65%-16.7pp |
| Employer contribution / active EE | $2,613 | $2,801-6.7% | $3,942-33.7% | $2,756-5.2% |
| Participant deferral / active EE | $3,343 | $6,818-51.0% | $8,087-58.7% | $4,299-22.2% |
| Admin fee / account holder | $728 | $5,887-87.6% | $7,899-90.8% | $6,940-89.5% |