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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 | $25,903 | $91,559-71.7% | $133,971-80.7% | $79,852-67.6% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 17.84% | 61.85%-44.0pp | 45.09%-27.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,516 | $2,384-36.4% | $3,919-61.3% | $2,471-38.7% |
| Participant deferral / active EE | $3,315 | $3,734-11.2% | $5,047-34.3% | $3,740-11.4% |
| Admin fee / account holder | $698 | $6,321-89.0% | $8,929-92.2% | $5,306-86.8% |