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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 | $106,749-87.7% | $145,433-91.0% | $82,448-84.1% |
| Participation rate | 71.9% | 75.6%-3.7pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 26.09% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $1,926 | $3,444-44.1% | $4,554-57.7% | $2,551-24.5% |
| Participant deferral / active EE | $3,120 | $6,519-52.1% | $7,897-60.5% | $4,139-24.6% |
| Admin fee / account holder | $1,105 | $8,390-86.8% | $13,129-91.6% | $7,234-84.7% |