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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 | $16,120 | $89,367-82.0% | $141,191-88.6% | $72,975-77.9% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 27.10% | 111.87%-84.8pp | 71.41%-44.3pp | 81.01%-53.9pp |
| Employer contribution / active EE | $1,545 | $3,115-50.4% | $4,736-67.4% | $2,440-36.7% |
| Participant deferral / active EE | $5,271 | $5,419-2.7% | $6,710-21.4% | $3,608+46.1% |
| Admin fee / account holder | $1,652 | $5,957-72.3% | $10,264-83.9% | $5,124-67.8% |