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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 | $11,416 | $77,638-85.3% | $156,551-92.7% | $62,881-81.8% |
| Participation rate | 80.6% | 71.2%+9.4pp | 84.0%-3.5pp | 69.3%+11.3pp |
| Annual return | 5.01% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,408 | $3,444-59.1% | $5,501-74.4% | $2,281-38.3% |
| Participant deferral / active EE | $2,174 | $3,046-28.6% | $4,871-55.4% | $3,203-32.1% |
| Admin fee / account holder | $1,707 | $5,561-69.3% | $13,028-86.9% | $4,296-60.3% |