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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 | $16,543 | $135,956-87.8% | $123,894-86.6% | $273,972-94.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.83% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,252 | $5,170-75.8% | $4,617-72.9% | $4,869-74.3% |
| Participant deferral / active EE | $3,534 | $6,343-44.3% | $5,984-40.9% | $5,287-33.2% |
| Admin fee / account holder | $2,917 | $9,817-70.3% | $8,357-65.1% | $10,133-71.2% |