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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 | $15,994 | $108,825-85.3% | $156,181-89.8% | $82,448-80.6% |
| Participation rate | 75.7% | 72.4%+3.3pp | 78.8%-3.2pp | 68.1%+7.6pp |
| Annual return | 15.29% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,211 | $2,870-57.8% | $4,294-71.8% | $2,551-52.5% |
| Participant deferral / active EE | $2,477 | $4,577-45.9% | $6,132-59.6% | $4,139-40.2% |
| Admin fee / account holder | $1,352 | $9,341-85.5% | $14,586-90.7% | $7,234-81.3% |