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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 | $13,513 | $91,179-85.2% | $178,499-92.4% | $79,852-83.1% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 17.44% | 24.19%-6.7pp | 151.10%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $2,639 | $3,256-18.9% | $5,011-47.3% | $2,471+6.8% |
| Participant deferral / active EE | $2,650 | $3,236-18.1% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $332 | $6,749-95.1% | $13,986-97.6% | $5,306-93.7% |