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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 | $18,795 | $89,364-79.0% | $141,177-86.7% | $72,983-74.2% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 22.87% | 111.86%-89.0pp | 71.40%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,618 | $3,115-48.1% | $4,736-65.8% | $2,440-33.7% |
| Participant deferral / active EE | $2,458 | $5,419-54.6% | $6,710-63.4% | $3,608-31.9% |
| Admin fee / account holder | $331 | $5,959-94.5% | $10,263-96.8% | $5,124-93.5% |