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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 | $12,993 | $101,795-87.2% | $165,100-92.1% | $80,959-84.0% |
| Participation rate | 79.8% | 71.8%+8.0pp | 78.6%+1.2pp | 67.7%+12.1pp |
| Annual return | 14.25% | 16.73%-2.5pp | 70.21%-56.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,227 | $2,954-58.5% | $4,348-71.8% | $2,757-55.5% |
| Participant deferral / active EE | $2,458 | $4,476-45.1% | $6,035-59.3% | $4,300-42.8% |
| Admin fee / account holder | $604 | $8,221-92.7% | $12,696-95.2% | $6,925-91.3% |