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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 | $10,836 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 21.32% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,591 | $4,636-65.7% | $4,154-61.7% | $4,156-61.7% |
| Participant deferral / active EE | $2,276 | $6,166-63.1% | $5,453-58.3% | $6,407-64.5% |
| Admin fee / account holder | $945 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |