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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 | $98,652-87.6% | $142,942-91.5% | $82,448-85.2% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.8%+7.8pp | 68.1%+16.5pp |
| Annual return | 23.09% | 22.65%+0.4pp | 113.70%-90.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,924 | $3,211-40.1% | $4,139-53.5% | $2,551-24.6% |
| Participant deferral / active EE | $2,616 | $5,580-53.1% | $7,128-63.3% | $4,139-36.8% |
| Admin fee / account holder | $901 | $8,078-88.8% | $12,475-92.8% | $7,234-87.5% |