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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 | $19,592 | $106,864-81.7% | $147,318-86.7% | $82,637-76.3% |
| Participation rate | 75.9% | 75.5%+0.4pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 14.85% | 27.49%-12.6pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,478 | $3,417-56.7% | $4,593-67.8% | $2,552-42.1% |
| Participant deferral / active EE | $4,128 | $6,496-36.4% | $7,906-47.8% | $4,126+0.1% |
| Admin fee / account holder | $799 | $8,415-90.5% | $13,708-94.2% | $7,339-89.1% |