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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 | $17,999 | $103,392-82.6% | $87,104-79.3% | $152,897-88.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 16.15% | 28.10%-11.9pp | 28.19%-12.0pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,168 | $3,221-63.7% | $2,521-53.7% | $4,764-75.5% |
| Participant deferral / active EE | $2,671 | $4,778-44.1% | $4,048-34.0% | $5,851-54.4% |
| Admin fee / account holder | $813 | $12,194-93.3% | $7,491-89.2% | $11,599-93.0% |