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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 | $26,298 | $96,731-72.8% | $123,973-78.8% | $86,983-69.8% |
| Participation rate | 82.4% | 70.0%+12.3pp | 76.7%+5.7pp | 69.5%+12.8pp |
| Annual return | 12.99% | 17.33%-4.3pp | 388.13%-375.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $1,381 | $3,297-58.1% | $4,126-66.5% | $2,584-46.6% |
| Participant deferral / active EE | $3,936 | $4,152-5.2% | $5,247-25.0% | $4,194-6.1% |
| Admin fee / account holder | $1,636 | $8,722-81.2% | $11,799-86.1% | $7,856-79.2% |