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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 | $17,361 | $78,670-77.9% | $109,173-84.1% | $85,847-79.8% |
| Participation rate | 79.7% | 68.3%+11.4pp | 75.9%+3.8pp | 69.3%+10.4pp |
| Annual return | 18.31% | 25.09%-6.8pp | 25.75%-7.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $1,588 | $2,734-41.9% | $3,723-57.3% | $2,565-38.1% |
| Participant deferral / active EE | $2,695 | $3,467-22.3% | $4,654-42.1% | $3,952-31.8% |
| Admin fee / account holder | $581 | $5,469-89.4% | $6,755-91.4% | $6,261-90.7% |