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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 | $29,775 | $123,793-75.9% | $177,848-83.3% | $79,856-62.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.68% | 22.82%-5.1pp | 48.33%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,958 | $4,095-52.2% | $5,919-66.9% | $2,471-20.8% |
| Participant deferral / active EE | $3,247 | $5,956-45.5% | $7,714-57.9% | $3,741-13.2% |
| Admin fee / account holder | $1,667 | $7,243-77.0% | $12,431-86.6% | $5,306-68.6% |