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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 | $19,043 | $93,345-79.6% | $119,126-84.0% | $87,485-78.2% |
| Participation rate | 70.3% | 68.7%+1.6pp | 75.8%-5.4pp | 68.9%+1.4pp |
| Annual return | 25.07% | 19.08%+6.0pp | 282.11%-257.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $1,868 | $3,172-41.1% | $4,034-53.7% | $2,596-28.0% |
| Participant deferral / active EE | $2,954 | $4,099-27.9% | $5,318-44.5% | $4,274-30.9% |
| Admin fee / account holder | $931 | $8,039-88.4% | $10,693-91.3% | $7,775-88.0% |