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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 | $12,984 | $71,197-81.8% | $93,669-86.1% | $80,925-84.0% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.7%+12.3pp |
| Annual return | 14.08% | 11.27%+2.8pp | 133.59%-119.5pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,195 | $1,565+40.3% | $2,424-9.4% | $2,756-20.4% |
| Participant deferral / active EE | $3,546 | $4,036-12.1% | $4,416-19.7% | $4,299-17.5% |
| Admin fee / account holder | $1,827 | $6,959-73.8% | $8,291-78.0% | $6,940-73.7% |