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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 | $10,290 | $101,752-89.9% | $164,928-93.8% | $80,911-87.3% |
| Participation rate | 82.2% | 71.8%+10.4pp | 78.6%+3.6pp | 67.6%+14.6pp |
| Annual return | 13.14% | 16.73%-3.6pp | 70.08%-56.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,618 | $2,953-45.2% | $4,343-62.8% | $2,756-41.3% |
| Participant deferral / active EE | $2,163 | $4,477-51.7% | $6,034-64.1% | $4,297-49.7% |
| Admin fee / account holder | $835 | $8,218-89.8% | $12,684-93.4% | $6,935-88.0% |