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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 | $16,849 | $71,230-76.3% | $93,727-82.0% | $80,959-79.2% |
| Participation rate | 97.2% | 60.4%+36.8pp | 68.7%+28.5pp | 67.7%+29.6pp |
| Annual return | 10.07% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,185 | $1,565-24.3% | $2,421-51.1% | $2,757-57.0% |
| Participant deferral / active EE | $2,442 | $4,037-39.5% | $4,417-44.7% | $4,300-43.2% |
| Admin fee / account holder | $1,499 | $6,961-78.5% | $8,292-81.9% | $6,925-78.4% |