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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 | $21,230 | $81,208-73.9% | $98,920-78.5% | $79,852-73.4% |
| Participation rate | 77.5% | 72.5%+5.0pp | 76.0%+1.5pp | 69.6%+7.9pp |
| Annual return | 11.97% | 60.99%-49.0pp | 196.47%-184.5pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,908 | $1,960-2.6% | $2,689-29.0% | $2,471-22.8% |
| Participant deferral / active EE | $3,298 | $3,265+1.0% | $4,245-22.3% | $3,740-11.8% |
| Admin fee / account holder | $2,170 | $6,013-63.9% | $6,643-67.3% | $5,306-59.1% |