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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 | $93,345-82.1% | $119,126-86.0% | $87,485-80.9% |
| Participation rate | 76.7% | 68.7%+7.9pp | 75.8%+0.9pp | 68.9%+7.7pp |
| Annual return | 23.45% | 19.08%+4.4pp | 282.11%-258.7pp | 26.06%-2.6pp |
| Employer contribution / active EE | $1,107 | $3,172-65.1% | $4,034-72.5% | $2,596-57.3% |
| Participant deferral / active EE | $5,114 | $4,099+24.8% | $5,318-3.8% | $4,274+19.7% |
| Admin fee / account holder | $2,660 | $8,039-66.9% | $10,693-75.1% | $7,775-65.8% |