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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 | $11,132 | $106,749-89.6% | $145,433-92.3% | $82,448-86.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.74% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,437 | $3,444-58.3% | $4,554-68.5% | $2,551-43.7% |
| Participant deferral / active EE | $2,885 | $6,519-55.7% | $7,897-63.5% | $4,139-30.3% |
| Admin fee / account holder | $609 | $8,390-92.7% | $13,129-95.4% | $7,234-91.6% |