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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 | $14,197 | $87,106-83.7% | $105,607-86.6% | $80,935-82.5% |
| Participation rate | 83.0% | 70.4%+12.5pp | 75.3%+7.7pp | 67.7%+15.3pp |
| Annual return | 19.71% | 17.01%+2.7pp | 116.11%-96.4pp | 35.66%-15.9pp |
| Employer contribution / active EE | $1,680 | $2,396-29.9% | $3,167-46.9% | $2,757-39.0% |
| Participant deferral / active EE | $2,683 | $3,986-32.7% | $5,011-46.5% | $4,299-37.6% |
| Admin fee / account holder | $739 | $8,447-91.3% | $10,958-93.3% | $6,924-89.3% |