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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 | $16,443 | $56,197-70.7% | $67,652-75.7% | $59,633-72.4% |
| Participation rate | 83.1% | 71.5%+11.6pp | 75.7%+7.4pp | 68.7%+14.4pp |
| Annual return | 6.14% | 18508.10%-18502.0pp | 6625.40%-6619.3pp | 2041.45%-2035.3pp |
| Employer contribution / active EE | $1,358 | $1,615-15.9% | $2,266-40.0% | $2,203-38.3% |
| Participant deferral / active EE | $2,511 | $2,844-11.7% | $3,560-29.5% | $3,192-21.3% |
| Admin fee / account holder | $1,183 | $3,958-70.1% | $4,821-75.5% | $4,297-72.5% |