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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 | $16,424 | $71,215-76.9% | $93,696-82.5% | $80,935-79.7% |
| Participation rate | 79.5% | 60.4%+19.1pp | 68.7%+10.7pp | 67.7%+11.8pp |
| Annual return | 10.42% | 11.27%-0.8pp | 133.74%-123.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,243 | $1,565-20.6% | $2,422-48.7% | $2,757-54.9% |
| Participant deferral / active EE | $2,757 | $4,037-31.7% | $4,417-37.6% | $4,299-35.9% |
| Admin fee / account holder | $1,445 | $6,958-79.2% | $8,287-82.6% | $6,924-79.1% |