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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 | $11,857 | $124,425-90.5% | $112,040-89.4% | $137,256-91.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.89% | 24.72%-2.8pp | 24.52%-2.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,048 | $3,411-40.0% | $2,954-30.7% | $4,156-50.7% |
| Participant deferral / active EE | $2,663 | $5,718-53.4% | $5,098-47.8% | $6,407-58.4% |
| Admin fee / account holder | $2,258 | $15,207-85.1% | $12,098-81.3% | $12,270-81.6% |