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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 | $19,601 | $127,790-84.7% | $106,555-81.6% | $167,536-88.3% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.5pp | 82.1%-8.4pp |
| Annual return | 16.72% | 33.88%-17.2pp | 26.80%-10.1pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,299 | $3,428-62.1% | $2,819-53.9% | $4,839-73.2% |
| Participant deferral / active EE | $2,570 | $5,088-49.5% | $4,399-41.6% | $6,342-59.5% |
| Admin fee / account holder | $1,365 | $11,229-87.8% | $7,408-81.6% | $12,315-88.9% |