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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 | $10,391 | $84,953-87.8% | $163,379-93.6% | $82,637-87.4% |
| Participation rate | 78.7% | 65.9%+12.8pp | 76.8%+1.9pp | 68.1%+10.7pp |
| Annual return | 16.07% | 23.07%-7.0pp | 63.41%-47.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,043 | $2,183-52.2% | $3,752-72.2% | $2,552-59.1% |
| Participant deferral / active EE | $2,305 | $4,326-46.7% | $6,282-63.3% | $4,126-44.1% |
| Admin fee / account holder | $456 | $7,921-94.2% | $9,818-95.4% | $7,339-93.8% |