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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 | $106,864-85.5% | $147,318-89.5% | $82,637-81.2% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 20.86% | 27.49%-6.6pp | 70.43%-49.6pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,046 | $3,417-69.4% | $4,593-77.2% | $2,552-59.0% |
| Participant deferral / active EE | $3,586 | $6,496-44.8% | $7,906-54.6% | $4,126-13.1% |
| Admin fee / account holder | $564 | $8,415-93.3% | $13,708-95.9% | $7,339-92.3% |