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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 | $19,859 | $77,816-74.5% | $123,552-83.9% | $64,173-69.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | 3.13% | 12.49%-9.4pp | 119.20%-116.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $4,233 | $3,014+40.4% | $4,628-8.5% | $2,381+77.8% |
| Participant deferral / active EE | $9,945 | $5,240+89.8% | $6,426+54.8% | $3,470+186.6% |
| Admin fee / account holder | $3,712 | $5,519-32.7% | $9,285-60.0% | $4,887-24.0% |