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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 | $25,273 | $91,552-72.4% | $133,956-81.1% | $79,860-68.4% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.8pp |
| Annual return | 14.88% | 61.85%-47.0pp | 45.09%-30.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,558 | $2,384-34.6% | $3,919-60.2% | $2,471-36.9% |
| Participant deferral / active EE | $1,803 | $3,733-51.7% | $5,048-64.3% | $3,740-51.8% |
| Admin fee / account holder | $2,672 | $6,321-57.7% | $8,927-70.1% | $5,306-49.6% |