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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 | $15,998 | $106,749-85.0% | $145,433-89.0% | $82,448-80.6% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 18.04% | 27.59%-9.6pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,356 | $3,444-60.6% | $4,554-70.2% | $2,551-46.8% |
| Participant deferral / active EE | $2,863 | $6,519-56.1% | $7,897-63.7% | $4,139-30.8% |
| Admin fee / account holder | $1,541 | $8,390-81.6% | $13,129-88.3% | $7,234-78.7% |