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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 | $13,511 | $139,948-90.3% | $121,663-88.9% | $154,746-91.3% |
| Participation rate | 77.8% | 78.0%-0.2pp | 74.5%+3.3pp | 80.7%-2.9pp |
| Annual return | 25.57% | 230.52%-204.9pp | 147.54%-122.0pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,496 | $3,521-57.5% | $3,020-50.5% | $4,379-65.8% |
| Participant deferral / active EE | $1,766 | $5,629-68.6% | $4,887-63.9% | $6,730-73.8% |
| Admin fee / account holder | $938 | $17,321-94.6% | $14,289-93.4% | $14,365-93.5% |