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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 | $15,621 | $89,259-82.5% | $107,187-85.4% | $82,637-81.1% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 17.00% | 21.02%-4.0pp | 204.55%-187.5pp | 53.51%-36.5pp |
| Employer contribution / active EE | $984 | $3,080-68.1% | $3,782-74.0% | $2,552-61.5% |
| Participant deferral / active EE | $2,789 | $4,037-30.9% | $5,096-45.3% | $4,126-32.4% |
| Admin fee / account holder | $1,344 | $7,381-81.8% | $9,162-85.3% | $7,339-81.7% |