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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 | $14,657 | $65,041-77.5% | $90,965-83.9% | $79,858-81.6% |
| Participation rate | 73.8% | 61.6%+12.2pp | 69.0%+4.8pp | 69.6%+4.2pp |
| Annual return | 25.36% | 30.45%-5.1pp | 134.57%-109.2pp | 31.72%-6.4pp |
| Employer contribution / active EE | $1,801 | $1,247+44.4% | $2,122-15.1% | $2,471-27.1% |
| Participant deferral / active EE | $4,117 | $2,512+63.9% | $3,373+22.1% | $3,740+10.1% |
| Admin fee / account holder | $2,089 | $4,536-53.9% | $5,960-64.9% | $5,306-60.6% |