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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 | $22,793 | $58,828-61.3% | $78,002-70.8% | $62,881-63.8% |
| Participation rate | 76.5% | 71.1%+5.4pp | 75.5%+0.9pp | 69.3%+7.2pp |
| Annual return | 7.61% | 17.16%-9.5pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,357 | $1,672-18.8% | $2,470-45.1% | $2,281-40.5% |
| Participant deferral / active EE | $2,056 | $2,686-23.4% | $3,497-41.2% | $3,203-35.8% |
| Admin fee / account holder | $564 | $4,393-87.2% | $5,481-89.7% | $4,296-86.9% |