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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 | $24,904 | $78,428-68.2% | $95,960-74.0% | $79,852-68.8% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+24.9pp |
| Annual return | 10.98% | 19.37%-8.4pp | 91.63%-80.7pp | 31.72%-20.7pp |
| Employer contribution / active EE | $699 | $1,945-64.1% | $2,541-72.5% | $2,471-71.7% |
| Participant deferral / active EE | $2,272 | $3,440-33.9% | $4,167-45.5% | $3,740-39.2% |
| Admin fee / account holder | $2,128 | $5,622-62.1% | $6,797-68.7% | $5,306-59.9% |