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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 | $13,084 | $106,864-87.8% | $147,318-91.1% | $82,637-84.2% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.1%-10.2pp | 68.1%+3.9pp |
| Annual return | 26.09% | 27.49%-1.4pp | 70.43%-44.3pp | 53.51%-27.4pp |
| Employer contribution / active EE | $1,926 | $3,417-43.6% | $4,593-58.1% | $2,552-24.5% |
| Participant deferral / active EE | $3,120 | $6,496-52.0% | $7,906-60.5% | $4,126-24.4% |
| Admin fee / account holder | $1,105 | $8,415-86.9% | $13,708-91.9% | $7,339-84.9% |