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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 | $21,779 | $98,766-77.9% | $149,730-85.5% | $79,852-72.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 14.58% | 27.43%-12.8pp | 276.70%-262.1pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,776 | $3,217-44.8% | $4,645-61.8% | $2,471-28.1% |
| Participant deferral / active EE | $2,838 | $5,681-50.0% | $6,843-58.5% | $3,740-24.1% |
| Admin fee / account holder | $2,312 | $6,052-61.8% | $9,310-75.2% | $5,306-56.4% |