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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 | $24,009 | $83,369-71.2% | $105,223-77.2% | $67,986-64.7% |
| Participation rate | 87.1% | 56.3%+30.8pp | 75.0%+12.1pp | 57.2%+29.9pp |
| Annual return | 15.40% | 24.64%-9.2pp | 180.65%-165.3pp | 31.67%-16.3pp |
| Employer contribution / active EE | $1,551 | $2,541-39.0% | $3,689-57.9% | $2,019-23.2% |
| Participant deferral / active EE | $5,342 | $3,295+62.1% | $5,072+5.3% | $3,358+59.1% |
| Admin fee / account holder | $5,115 | $4,073+25.6% | $8,859-42.3% | $3,203+59.7% |