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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 | $10,799 | $126,661-91.5% | $113,397-90.5% | $138,895-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.91% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,485 | $3,456-57.0% | $2,977-50.1% | $4,194-64.6% |
| Participant deferral / active EE | $2,668 | $5,693-53.1% | $5,076-47.4% | $6,396-58.3% |
| Admin fee / account holder | $784 | $14,549-94.6% | $11,957-93.4% | $12,562-93.8% |