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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 | $13,599 | $91,559-85.1% | $133,971-89.8% | $79,852-83.0% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 22.02% | 61.85%-39.8pp | 45.09%-23.1pp | 31.72%-9.7pp |
| Employer contribution / active EE | $1,281 | $2,384-46.3% | $3,919-67.3% | $2,471-48.2% |
| Participant deferral / active EE | $3,158 | $3,734-15.4% | $5,047-37.4% | $3,740-15.6% |
| Admin fee / account holder | $474 | $6,321-92.5% | $8,929-94.7% | $5,306-91.1% |