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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 | $10,522 | $71,230-85.2% | $93,727-88.8% | $80,959-87.0% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+16.9pp |
| Annual return | 14.08% | 11.26%+2.8pp | 133.83%-119.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,204 | $1,565-23.1% | $2,421-50.3% | $2,757-56.3% |
| Participant deferral / active EE | $1,670 | $4,037-58.6% | $4,417-62.2% | $4,300-61.2% |
| Admin fee / account holder | $1,132 | $6,961-83.7% | $8,292-86.3% | $6,925-83.7% |