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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 | $24,691 | $81,208-69.6% | $98,920-75.0% | $79,856-69.1% |
| Participation rate | 72.1% | 72.5%-0.4pp | 76.0%-3.9pp | 69.6%+2.5pp |
| Annual return | 21.05% | 60.99%-39.9pp | 196.47%-175.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $656 | $1,960-66.5% | $2,689-75.6% | $2,471-73.5% |
| Participant deferral / active EE | $1,864 | $3,265-42.9% | $4,245-56.1% | $3,741-50.2% |
| Admin fee / account holder | $2,040 | $6,013-66.1% | $6,643-69.3% | $5,306-61.6% |