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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 | $14,418 | $93,345-84.6% | $119,126-87.9% | $87,485-83.5% |
| Participation rate | 81.1% | 68.7%+12.3pp | 75.8%+5.3pp | 68.9%+12.1pp |
| Annual return | 25.83% | 19.08%+6.7pp | 282.11%-256.3pp | 26.06%-0.2pp |
| Employer contribution / active EE | $1,668 | $3,172-47.4% | $4,034-58.6% | $2,596-35.7% |
| Participant deferral / active EE | $3,574 | $4,099-12.8% | $5,318-32.8% | $4,274-16.4% |
| Admin fee / account holder | $941 | $8,039-88.3% | $10,693-91.2% | $7,775-87.9% |