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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 | $33,937 | $115,931-70.7% | $185,441-81.7% | $86,983-61.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 16.00% | 21.47%-5.5pp | 20.16%-4.2pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,314 | $2,937-55.3% | $4,672-71.9% | $2,584-49.2% |
| Participant deferral / active EE | $2,781 | $4,551-38.9% | $6,152-54.8% | $4,194-33.7% |
| Admin fee / account holder | $447 | $10,687-95.8% | $17,890-97.5% | $7,856-94.3% |