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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 | $14,983 | $71,230-79.0% | $93,727-84.0% | $80,959-81.5% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.7%+29.8pp |
| Annual return | 10.69% | 11.26%-0.6pp | 133.83%-123.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,057 | $1,565+31.4% | $2,421-15.0% | $2,757-25.4% |
| Participant deferral / active EE | $2,055 | $4,037-49.1% | $4,417-53.5% | $4,300-52.2% |
| Admin fee / account holder | $569 | $6,961-91.8% | $8,292-93.1% | $6,925-91.8% |