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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 | $19,032 | $68,878-72.4% | $120,574-84.2% | $80,935-76.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 17.79% | 23.67%-5.9pp | 107.42%-89.6pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,921 | $2,065-7.0% | $3,471-44.6% | $2,757-30.3% |
| Participant deferral / active EE | $2,887 | $3,189-9.5% | $4,996-42.2% | $4,299-32.9% |
| Admin fee / account holder | $648 | $5,782-88.8% | $9,445-93.1% | $6,924-90.6% |