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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 | $88,672-77.6% | $105,223-81.1% | $82,448-75.9% |
| Participation rate | 97.7% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 16.41% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $841 | $3,048-72.4% | $3,689-77.2% | $2,551-67.0% |
| Participant deferral / active EE | $3,430 | $4,036-15.0% | $5,072-32.4% | $4,139-17.1% |
| Admin fee / account holder | $1,039 | $7,146-85.5% | $8,859-88.3% | $7,234-85.6% |