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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 | $12,978 | $93,589-86.1% | $135,942-90.5% | $75,181-82.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 19.48% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $1,241 | $3,537-64.9% | $4,858-74.5% | $2,671-53.5% |
| Participant deferral / active EE | $2,771 | $6,405-56.7% | $7,759-64.3% | $4,126-32.8% |
| Admin fee / account holder | $789 | $6,977-88.7% | $10,764-92.7% | $5,650-86.0% |