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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 | $21,437 | $91,559-76.6% | $133,971-84.0% | $79,852-73.2% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 11.03% | 61.85%-50.8pp | 45.09%-34.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,488 | $2,384-37.6% | $3,919-62.0% | $2,471-39.8% |
| Participant deferral / active EE | $2,041 | $3,734-45.3% | $5,047-59.6% | $3,740-45.4% |
| Admin fee / account holder | $2,690 | $6,321-57.4% | $8,929-69.9% | $5,306-49.3% |