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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 | $11,561 | $93,345-87.6% | $119,126-90.3% | $87,485-86.8% |
| Participation rate | 71.0% | 68.7%+2.2pp | 75.8%-4.8pp | 68.9%+2.0pp |
| Annual return | 16.79% | 19.08%-2.3pp | 282.11%-265.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,507 | $3,172-52.5% | $4,034-62.6% | $2,596-42.0% |
| Participant deferral / active EE | $2,022 | $4,099-50.7% | $5,318-62.0% | $4,274-52.7% |
| Admin fee / account holder | $6,642 | $8,039-17.4% | $10,693-37.9% | $7,775-14.6% |