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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 | $19,614 | $101,795-80.7% | $165,100-88.1% | $80,959-75.8% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.7%+21.2pp |
| Annual return | 13.48% | 16.73%-3.3pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,293 | $2,954-56.2% | $4,348-70.3% | $2,757-53.1% |
| Participant deferral / active EE | $3,988 | $4,476-10.9% | $6,035-33.9% | $4,300-7.3% |
| Admin fee / account holder | $689 | $8,221-91.6% | $12,696-94.6% | $6,925-90.0% |