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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 | $106,864-85.0% | $147,318-89.1% | $82,637-80.6% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.1%-0.7pp | 68.1%+13.3pp |
| Annual return | 22.22% | 27.49%-5.3pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $1,429 | $3,417-58.2% | $4,593-68.9% | $2,552-44.0% |
| Participant deferral / active EE | $4,087 | $6,496-37.1% | $7,906-48.3% | $4,126-1.0% |
| Admin fee / account holder | $1,581 | $8,415-81.2% | $13,708-88.5% | $7,339-78.5% |