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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 | $16,727 | $88,672-81.1% | $105,223-84.1% | $82,448-79.7% |
| Participation rate | 76.7% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.6pp |
| Annual return | 23.45% | 30.86%-7.4pp | 180.65%-157.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,107 | $3,048-63.7% | $3,689-70.0% | $2,551-56.6% |
| Participant deferral / active EE | $5,114 | $4,036+26.7% | $5,072+0.8% | $4,139+23.5% |
| Admin fee / account holder | $2,660 | $7,146-62.8% | $8,859-70.0% | $7,234-63.2% |