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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 | $10,957 | $94,436-88.4% | $115,599-90.5% | $82,637-86.7% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.3%+2.6pp | 68.1%+8.9pp |
| Annual return | 21.68% | 18.37%+3.3pp | 111.10%-89.4pp | 53.51%-31.8pp |
| Employer contribution / active EE | $1,615 | $2,324-30.5% | $2,955-45.4% | $2,552-36.7% |
| Participant deferral / active EE | $2,469 | $3,955-37.6% | $4,889-49.5% | $4,126-40.2% |
| Admin fee / account holder | $1,910 | $10,328-81.5% | $12,841-85.1% | $7,339-74.0% |