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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 | $14,378 | $75,183-80.9% | $123,894-88.4% | $55,167-73.9% |
| Participation rate | 91.3% | 72.8%+18.4pp | 81.4%+9.9pp | 69.0%+22.3pp |
| Annual return | 13.65% | 19.01%-5.4pp | 47.52%-33.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $1,312 | $2,823-53.5% | $4,617-71.6% | $1,963-33.2% |
| Participant deferral / active EE | $4,565 | $5,084-10.2% | $5,984-23.7% | $3,054+49.5% |
| Admin fee / account holder | $2,498 | $663+277.0% | $8,357-70.1% | $504+395.7% |