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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 | $19,446 | $94,031-79.3% | $115,768-83.2% | $82,448-76.4% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.4%+15.6pp | 68.1%+21.9pp |
| Annual return | 18.62% | 20.61%-2.0pp | 100.46%-81.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,200 | $2,323-48.4% | $2,940-59.2% | $2,551-53.0% |
| Participant deferral / active EE | $1,750 | $3,972-56.0% | $4,917-64.4% | $4,139-57.7% |
| Admin fee / account holder | $310 | $10,249-97.0% | $12,439-97.5% | $7,234-95.7% |