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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 | $15,646 | $56,110-72.1% | $94,993-83.5% | $70,126-77.7% |
| Participation rate | 84.9% | 65.0%+19.9pp | 73.9%+11.0pp | 69.5%+15.4pp |
| Annual return | 18.74% | 51.02%-32.3pp | 27.14%-8.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,460 | $1,442+1.2% | $2,603-43.9% | $2,343-37.7% |
| Participant deferral / active EE | $2,177 | $2,391-9.0% | $3,317-34.4% | $3,332-34.7% |
| Admin fee / account holder | $757 | $3,456-78.1% | $4,960-84.7% | $4,645-83.7% |