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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 | $12,221 | $107,079-88.6% | $151,266-91.9% | $87,485-86.0% |
| Participation rate | 84.6% | 71.1%+13.5pp | 77.0%+7.6pp | 68.9%+15.7pp |
| Annual return | 23.09% | 22.17%+0.9pp | 180.60%-157.5pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,924 | $3,174-39.4% | $4,237-54.6% | $2,596-25.9% |
| Participant deferral / active EE | $2,616 | $5,789-54.8% | $7,337-64.3% | $4,274-38.8% |
| Admin fee / account holder | $901 | $8,059-88.8% | $13,159-93.2% | $7,775-88.4% |