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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 | $13,137 | $124,425-89.4% | $112,040-88.3% | $137,256-90.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 33.75% | 24.72%+9.0pp | 24.52%+9.2pp | 220.34%-186.6pp |
| Employer contribution / active EE | $1,805 | $3,411-47.1% | $2,954-38.9% | $4,156-56.6% |
| Participant deferral / active EE | $3,527 | $5,718-38.3% | $5,098-30.8% | $6,407-44.9% |
| Admin fee / account holder | $450 | $15,207-97.0% | $12,098-96.3% | $12,270-96.3% |