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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 | $28,753 | $138,393-79.2% | $184,256-84.4% | $80,959-64.5% |
| Participation rate | 77.1% | 83.9%-6.8pp | 86.8%-9.7pp | 67.7%+9.5pp |
| Annual return | 49.30% | 20.01%+29.3pp | 28.85%+20.4pp | 35.67%+13.6pp |
| Employer contribution / active EE | $2,737 | $4,847-43.5% | $6,427-57.4% | $2,757-0.7% |
| Participant deferral / active EE | $4,416 | $7,076-37.6% | $9,133-51.7% | $4,300+2.7% |
| Admin fee / account holder | $490 | $10,489-95.3% | $13,899-96.5% | $6,925-92.9% |