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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 | $27,980 | $101,795-72.5% | $165,100-83.1% | $80,959-65.4% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 14.53% | 16.73%-2.2pp | 70.21%-55.7pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,252 | $2,954-57.6% | $4,348-71.2% | $2,757-54.6% |
| Participant deferral / active EE | $3,511 | $4,476-21.6% | $6,035-41.8% | $4,300-18.4% |
| Admin fee / account holder | $3,642 | $8,221-55.7% | $12,696-71.3% | $6,925-47.4% |