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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 | $12,154 | $91,559-86.7% | $133,978-90.9% | $79,856-84.8% |
| Participation rate | 90.1% | 73.3%+16.8pp | 79.8%+10.3pp | 69.6%+20.5pp |
| Annual return | 14.82% | 61.85%-47.0pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $720 | $2,384-69.8% | $3,919-81.6% | $2,471-70.9% |
| Participant deferral / active EE | $1,907 | $3,734-48.9% | $5,047-62.2% | $3,741-49.0% |
| Admin fee / account holder | $2,809 | $6,321-55.6% | $8,930-68.5% | $5,306-47.1% |