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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 | $13,997 | $136,860-89.8% | $120,344-88.4% | $154,746-91.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 24.74% | 21.38%+3.4pp | 20.30%+4.4pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,992 | $3,533-43.6% | $3,020-34.0% | $4,379-54.5% |
| Participant deferral / active EE | $3,293 | $5,793-43.2% | $5,135-35.9% | $6,730-51.1% |
| Admin fee / account holder | $723 | $15,393-95.3% | $12,742-94.3% | $14,365-95.0% |