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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 | $16,863 | $78,425-78.5% | $95,956-82.4% | $79,858-78.9% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 17.47% | 19.37%-1.9pp | 91.63%-74.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $875 | $1,945-55.0% | $2,541-65.6% | $2,471-64.6% |
| Participant deferral / active EE | $1,806 | $3,440-47.5% | $4,167-56.7% | $3,740-51.7% |
| Admin fee / account holder | $1,481 | $5,622-73.7% | $6,797-78.2% | $5,306-72.1% |