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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 | $16,777 | $71,208-76.4% | $93,681-82.1% | $80,911-79.3% |
| Participation rate | 81.0% | 60.4%+20.6pp | 68.7%+12.2pp | 67.6%+13.3pp |
| Annual return | 19.30% | 11.27%+8.0pp | 133.47%-114.2pp | 35.63%-16.3pp |
| Employer contribution / active EE | $1,118 | $1,564-28.6% | $2,422-53.9% | $2,756-59.4% |
| Participant deferral / active EE | $1,515 | $4,035-62.5% | $4,415-65.7% | $4,297-64.7% |
| Admin fee / account holder | $1,409 | $6,951-79.7% | $8,290-83.0% | $6,935-79.7% |