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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 | $15,718 | $94,436-83.4% | $115,599-86.4% | $82,637-81.0% |
| Participation rate | 70.3% | 70.4%-0.2pp | 74.3%-4.0pp | 68.1%+2.2pp |
| Annual return | 21.80% | 18.37%+3.4pp | 111.10%-89.3pp | 53.51%-31.7pp |
| Employer contribution / active EE | $985 | $2,324-57.6% | $2,955-66.7% | $2,552-61.4% |
| Participant deferral / active EE | $2,340 | $3,955-40.8% | $4,889-52.1% | $4,126-43.3% |
| Admin fee / account holder | $383 | $10,328-96.3% | $12,841-97.0% | $7,339-94.8% |