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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 | $17,760 | $117,895-84.9% | $102,460-82.7% | $145,897-87.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.06% | 31.92%-18.9pp | 29.47%-16.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,510 | $3,619-58.3% | $3,025-50.1% | $4,663-67.6% |
| Participant deferral / active EE | $5,249 | $5,736-8.5% | $5,056+3.8% | $6,689-21.5% |
| Admin fee / account holder | $386 | $13,353-97.1% | $9,460-95.9% | $13,390-97.1% |