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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 | $16,059 | $106,749-85.0% | $145,433-89.0% | $82,448-80.5% |
| Participation rate | 81.4% | 75.6%+5.7pp | 82.1%-0.8pp | 68.1%+13.3pp |
| Annual return | 22.22% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,429 | $3,444-58.5% | $4,554-68.6% | $2,551-44.0% |
| Participant deferral / active EE | $4,087 | $6,519-37.3% | $7,897-48.2% | $4,139-1.3% |
| Admin fee / account holder | $1,581 | $8,390-81.2% | $13,129-88.0% | $7,234-78.1% |