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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 | $25,860 | $86,288-70.0% | $111,306-76.8% | $85,851-69.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 77.3%+7.3pp | 69.3%+15.3pp |
| Annual return | 11.54% | 19.99%-8.4pp | 54.67%-43.1pp | 318.63%-307.1pp |
| Employer contribution / active EE | $1,120 | $2,044-45.2% | $2,732-59.0% | $2,565-56.3% |
| Participant deferral / active EE | $2,903 | $3,641-20.3% | $4,488-35.3% | $3,952-26.5% |
| Admin fee / account holder | $1,964 | $8,189-76.0% | $7,966-75.3% | $6,261-68.6% |