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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 | $22,046 | $89,370-75.3% | $141,197-84.4% | $72,976-69.8% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 26.24% | 111.88%-85.6pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $1,212 | $3,115-61.1% | $4,736-74.4% | $2,440-50.3% |
| Participant deferral / active EE | $4,927 | $5,419-9.1% | $6,710-26.6% | $3,608+36.6% |
| Admin fee / account holder | $1,272 | $5,957-78.6% | $10,265-87.6% | $5,124-75.2% |