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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 | $15,036 | $62,672-76.0% | $185,117-91.9% | $70,126-78.6% |
| Participation rate | 77.0% | 63.8%+13.2pp | 77.3%-0.2pp | 69.5%+7.5pp |
| Annual return | 32.96% | 40.79%-7.8pp | 40.50%-7.5pp | 73.15%-40.2pp |
| Employer contribution / active EE | $3,131 | $1,753+78.6% | $4,182-25.1% | $2,343+33.7% |
| Participant deferral / active EE | $2,314 | $3,272-29.3% | $5,045-54.1% | $3,332-30.5% |
| Admin fee / account holder | $605 | $3,932-84.6% | $8,159-92.6% | $4,645-87.0% |