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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 | $13,013 | $88,672-85.3% | $105,223-87.6% | $82,448-84.2% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 21.88% | 30.86%-9.0pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,448 | $3,048-52.5% | $3,689-60.7% | $2,551-43.2% |
| Participant deferral / active EE | $2,742 | $4,036-32.1% | $5,072-45.9% | $4,139-33.8% |
| Admin fee / account holder | $460 | $7,146-93.6% | $8,859-94.8% | $7,234-93.6% |