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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 | $23,076 | $96,731-76.1% | $123,973-81.4% | $86,983-73.5% |
| Participation rate | 81.8% | 70.0%+11.8pp | 76.7%+5.2pp | 69.5%+12.3pp |
| Annual return | 15.52% | 17.33%-1.8pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,093 | $3,297-66.9% | $4,126-73.5% | $2,584-57.7% |
| Participant deferral / active EE | $2,997 | $4,152-27.8% | $5,247-42.9% | $4,194-28.5% |
| Admin fee / account holder | $860 | $8,722-90.1% | $11,799-92.7% | $7,856-89.1% |