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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 | $11,820 | $108,825-89.1% | $156,181-92.4% | $82,448-85.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 22.00% | 20.59%+1.4pp | 64.87%-42.9pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,688 | $2,870-41.2% | $4,294-60.7% | $2,551-33.8% |
| Participant deferral / active EE | $5,318 | $4,577+16.2% | $6,132-13.3% | $4,139+28.5% |
| Admin fee / account holder | $1,404 | $9,341-85.0% | $14,586-90.4% | $7,234-80.6% |