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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 | $17,047 | $146,267-88.3% | $197,124-91.4% | $82,448-79.3% |
| Participation rate | 75.4% | 84.0%-8.7pp | 86.7%-11.4pp | 68.1%+7.3pp |
| Annual return | 34.55% | 29.61%+4.9pp | 44.34%-9.8pp | 41.64%-7.1pp |
| Employer contribution / active EE | $1,707 | $4,723-63.9% | $6,227-72.6% | $2,551-33.1% |
| Participant deferral / active EE | $4,029 | $7,035-42.7% | $9,135-55.9% | $4,139-2.7% |
| Admin fee / account holder | $495 | $14,422-96.6% | $16,298-97.0% | $7,234-93.2% |