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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 | $16,582 | $88,672-81.3% | $105,223-84.2% | $82,448-79.9% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | 21.85% | 30.86%-9.0pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,676 | $3,048-45.0% | $3,689-54.6% | $2,551-34.3% |
| Participant deferral / active EE | $2,123 | $4,036-47.4% | $5,072-58.1% | $4,139-48.7% |
| Admin fee / account holder | $723 | $7,146-89.9% | $8,859-91.8% | $7,234-90.0% |