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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 | $16,723 | $71,230-76.5% | $93,727-82.2% | $80,959-79.3% |
| Participation rate | 91.7% | 60.4%+31.3pp | 68.7%+23.0pp | 67.7%+24.0pp |
| Annual return | 19.21% | 11.26%+8.0pp | 133.83%-114.6pp | 35.67%-16.5pp |
| Employer contribution / active EE | $2,198 | $1,565+40.4% | $2,421-9.2% | $2,757-20.3% |
| Participant deferral / active EE | $3,187 | $4,037-21.1% | $4,417-27.8% | $4,300-25.9% |
| Admin fee / account holder | $532 | $6,961-92.4% | $8,292-93.6% | $6,925-92.3% |