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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 | $26,507 | $101,752-73.9% | $164,928-83.9% | $80,911-67.2% |
| Participation rate | 83.9% | 71.8%+12.0pp | 78.6%+5.3pp | 67.6%+16.2pp |
| Annual return | 15.52% | 16.73%-1.2pp | 70.08%-54.6pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,973 | $2,953-33.2% | $4,343-54.6% | $2,756-28.4% |
| Participant deferral / active EE | $3,463 | $4,477-22.6% | $6,034-42.6% | $4,297-19.4% |
| Admin fee / account holder | $5,616 | $8,218-31.7% | $12,684-55.7% | $6,935-19.0% |