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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 | $14,213 | $101,795-86.0% | $165,100-91.4% | $80,959-82.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.02% | 16.73%-3.7pp | 70.21%-57.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,784 | $2,954-5.8% | $4,348-36.0% | $2,757+1.0% |
| Participant deferral / active EE | $2,110 | $4,476-52.9% | $6,035-65.0% | $4,300-50.9% |
| Admin fee / account holder | $1,303 | $8,221-84.1% | $12,696-89.7% | $6,925-81.2% |