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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 | $99,875-80.4% | $146,866-86.7% | $86,983-77.5% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.5%+6.4pp |
| Annual return | 14.85% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,478 | $3,224-54.1% | $4,425-66.6% | $2,584-42.8% |
| Participant deferral / active EE | $4,128 | $6,322-34.7% | $7,759-46.8% | $4,194-1.6% |
| Admin fee / account holder | $799 | $7,838-89.8% | $13,620-94.1% | $7,856-89.8% |