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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 | $22,156 | $78,428-71.7% | $95,960-76.9% | $79,852-72.3% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.6pp |
| Annual return | 39.01% | 19.37%+19.6pp | 91.63%-52.6pp | 31.72%+7.3pp |
| Employer contribution / active EE | $498 | $1,945-74.4% | $2,541-80.4% | $2,471-79.8% |
| Participant deferral / active EE | $2,444 | $3,440-28.9% | $4,167-41.3% | $3,740-34.7% |
| Admin fee / account holder | $314 | $5,622-94.4% | $6,797-95.4% | $5,306-94.1% |