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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 | $14,743 | $89,259-83.5% | $107,187-86.2% | $82,637-82.2% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 23.91% | 21.02%+2.9pp | 204.55%-180.6pp | 53.51%-29.6pp |
| Employer contribution / active EE | $1,886 | $3,080-38.8% | $3,782-50.1% | $2,552-26.1% |
| Participant deferral / active EE | $3,579 | $4,037-11.4% | $5,096-29.8% | $4,126-13.3% |
| Admin fee / account holder | $719 | $7,381-90.3% | $9,162-92.2% | $7,339-90.2% |