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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 | $14,582 | $71,230-79.5% | $93,727-84.4% | $80,959-82.0% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.7%+15.7pp |
| Annual return | 12.05% | 11.26%+0.8pp | 133.83%-121.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,277 | $1,565-18.4% | $2,421-47.3% | $2,757-53.7% |
| Participant deferral / active EE | $3,389 | $4,037-16.1% | $4,417-23.3% | $4,300-21.2% |
| Admin fee / account holder | $456 | $6,961-93.5% | $8,292-94.5% | $6,925-93.4% |