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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 | $18,720 | $67,411-72.2% | $91,004-79.4% | $70,124-73.3% |
| Participation rate | 76.0% | 71.4%+4.6pp | 75.6%+0.4pp | 69.5%+6.5pp |
| Annual return | 23.67% | -40.16%+63.8pp | 4.60%+19.1pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,863 | $1,786+4.3% | $2,456-24.1% | $2,342-20.5% |
| Participant deferral / active EE | $3,748 | $2,823+32.8% | $3,548+5.7% | $3,332+12.5% |
| Admin fee / account holder | $1,152 | $4,236-72.8% | $5,417-78.7% | $4,645-75.2% |