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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 | $15,501 | $99,875-84.5% | $146,866-89.4% | $86,983-82.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 20.86% | 28.10%-7.2pp | 102.85%-82.0pp | 25.83%-5.0pp |
| Employer contribution / active EE | $1,046 | $3,224-67.5% | $4,425-76.4% | $2,584-59.5% |
| Participant deferral / active EE | $3,586 | $6,322-43.3% | $7,759-53.8% | $4,194-14.5% |
| Admin fee / account holder | $564 | $7,838-92.8% | $13,620-95.9% | $7,856-92.8% |