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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 | $17,623 | $81,208-78.3% | $98,920-82.2% | $79,856-77.9% |
| Participation rate | 79.3% | 72.5%+6.8pp | 76.0%+3.3pp | 69.6%+9.7pp |
| Annual return | 38.05% | 60.99%-22.9pp | 196.47%-158.4pp | 31.71%+6.3pp |
| Employer contribution / active EE | $1,355 | $1,960-30.8% | $2,689-49.6% | $2,471-45.2% |
| Participant deferral / active EE | $2,194 | $3,265-32.8% | $4,245-48.3% | $3,741-41.4% |
| Admin fee / account holder | $1,713 | $6,013-71.5% | $6,643-74.2% | $5,306-67.7% |