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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 | $145,431-88.3% | $211,142-91.9% | $87,485-80.5% |
| Participation rate | 75.4% | 84.7%-9.4pp | 87.3%-11.9pp | 68.9%+6.4pp |
| Annual return | 34.55% | 27.21%+7.3pp | 46.84%-12.3pp | 26.06%+8.5pp |
| Employer contribution / active EE | $1,707 | $4,662-63.4% | $6,442-73.5% | $2,596-34.2% |
| Participant deferral / active EE | $4,029 | $6,859-41.3% | $9,284-56.6% | $4,274-5.7% |
| Admin fee / account holder | $495 | $17,052-97.1% | $19,076-97.4% | $7,775-93.6% |