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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 | $18,367 | $99,875-81.6% | $146,866-87.5% | $86,983-78.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 19.26% | 28.10%-8.8pp | 102.85%-83.6pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,538 | $3,224-52.3% | $4,425-65.2% | $2,584-40.5% |
| Participant deferral / active EE | $7,332 | $6,322+16.0% | $7,759-5.5% | $4,194+74.8% |
| Admin fee / account holder | $4,126 | $7,838-47.4% | $13,620-69.7% | $7,856-47.5% |