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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 | $10,443 | $88,707-88.2% | $74,184-85.9% | $273,972-96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.04% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,662 | $3,159-47.4% | $2,370-29.9% | $4,869-65.9% |
| Participant deferral / active EE | $1,599 | $4,212-62.0% | $3,550-54.9% | $5,287-69.7% |
| Admin fee / account holder | $892 | $8,717-89.8% | $5,586-84.0% | $10,133-91.2% |