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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 | $17,184 | $93,589-81.6% | $135,942-87.4% | $75,181-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.83% | 30.90%-10.1pp | 68.28%-47.4pp | 160.69%-139.9pp |
| Employer contribution / active EE | $1,651 | $3,537-53.3% | $4,858-66.0% | $2,671-38.2% |
| Participant deferral / active EE | $4,206 | $6,405-34.3% | $7,759-45.8% | $4,126+1.9% |
| Admin fee / account holder | $1,353 | $6,977-80.6% | $10,764-87.4% | $5,650-76.0% |