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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 | $18,885 | $101,795-81.4% | $165,100-88.6% | $80,959-76.7% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.7%+18.8pp |
| Annual return | 11.63% | 16.73%-5.1pp | 70.21%-58.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,141 | $2,954-27.5% | $4,348-50.8% | $2,757-22.4% |
| Participant deferral / active EE | $3,285 | $4,476-26.6% | $6,035-45.6% | $4,300-23.6% |
| Admin fee / account holder | $2,219 | $8,221-73.0% | $12,696-82.5% | $6,925-68.0% |