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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 | $19,466 | $95,453-79.6% | $112,040-82.6% | $82,448-76.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.25% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,030 | $2,318-55.6% | $2,954-65.1% | $2,551-59.6% |
| Participant deferral / active EE | $3,432 | $4,224-18.7% | $5,098-32.7% | $4,139-17.1% |
| Admin fee / account holder | $1,212 | $9,013-86.5% | $12,098-90.0% | $7,234-83.2% |