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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 | $19,848 | $89,259-77.8% | $107,187-81.5% | $82,637-76.0% |
| Participation rate | 97.7% | 67.9%+29.7pp | 75.0%+22.7pp | 68.1%+29.6pp |
| Annual return | 16.41% | 21.02%-4.6pp | 204.55%-188.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $841 | $3,080-72.7% | $3,782-77.8% | $2,552-67.0% |
| Participant deferral / active EE | $3,430 | $4,037-15.1% | $5,096-32.7% | $4,126-16.9% |
| Admin fee / account holder | $1,039 | $7,381-85.9% | $9,162-88.7% | $7,339-85.8% |