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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 | $13,849 | $84,953-83.7% | $163,379-91.5% | $82,637-83.2% |
| Participation rate | 83.6% | 65.9%+17.7pp | 76.8%+6.8pp | 68.1%+15.6pp |
| Annual return | 22.36% | 23.07%-0.7pp | 63.41%-41.0pp | 53.51%-31.1pp |
| Employer contribution / active EE | $1,555 | $2,183-28.8% | $3,752-58.6% | $2,552-39.1% |
| Participant deferral / active EE | $3,038 | $4,326-29.8% | $6,282-51.6% | $4,126-26.4% |
| Admin fee / account holder | $1,218 | $7,921-84.6% | $9,818-87.6% | $7,339-83.4% |