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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 | $31,007 | $91,559-66.1% | $133,978-76.9% | $79,856-61.2% |
| Participation rate | 85.3% | 73.3%+11.9pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 17.83% | 61.85%-44.0pp | 45.10%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,941 | $2,384+23.4% | $3,919-25.0% | $2,471+19.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $660 | $6,321-89.6% | $8,930-92.6% | $5,306-87.6% |