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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 | $22,263 | $108,825-79.5% | $156,181-85.7% | $82,448-73.0% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.8%-0.3pp | 68.1%+10.5pp |
| Annual return | 16.75% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $973 | $2,870-66.1% | $4,294-77.3% | $2,551-61.8% |
| Participant deferral / active EE | $3,644 | $4,577-20.4% | $6,132-40.6% | $4,139-12.0% |
| Admin fee / account holder | $1,987 | $9,341-78.7% | $14,586-86.4% | $7,234-72.5% |