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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 | $17,070 | $93,617-81.8% | $135,982-87.4% | $75,177-77.3% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.6pp | 67.2%+3.2pp |
| Annual return | 44.73% | 30.89%+13.8pp | 68.32%-23.6pp | 160.75%-116.0pp |
| Employer contribution / active EE | $1,578 | $3,538-55.4% | $4,859-67.5% | $2,671-40.9% |
| Participant deferral / active EE | $3,606 | $6,406-43.7% | $7,760-53.5% | $4,126-12.6% |
| Admin fee / account holder | $617 | $6,980-91.2% | $10,767-94.3% | $5,651-89.1% |