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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 | $19,284 | $86,288-77.7% | $111,306-82.7% | $85,851-77.5% |
| Participation rate | 73.3% | 73.3%0pp | 77.3%-4.0pp | 69.3%+4.0pp |
| Annual return | 17.96% | 19.99%-2.0pp | 54.67%-36.7pp | 318.63%-300.7pp |
| Employer contribution / active EE | $1,661 | $2,044-18.7% | $2,732-39.2% | $2,565-35.3% |
| Participant deferral / active EE | $3,137 | $3,641-13.8% | $4,488-30.1% | $3,952-20.6% |
| Admin fee / account holder | $1,449 | $8,189-82.3% | $7,966-81.8% | $6,261-76.9% |