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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 | $17,416 | $98,766-82.4% | $149,730-88.4% | $79,852-78.2% |
| Participation rate | 92.5% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+22.9pp |
| Annual return | 24.79% | 27.43%-2.6pp | 276.70%-251.9pp | 31.72%-6.9pp |
| Employer contribution / active EE | $1,443 | $3,217-55.1% | $4,645-68.9% | $2,471-41.6% |
| Participant deferral / active EE | $3,360 | $5,681-40.9% | $6,843-50.9% | $3,740-10.2% |
| Admin fee / account holder | $1,584 | $6,052-73.8% | $9,310-83.0% | $5,306-70.1% |