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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 | $10,048 | $93,345-89.2% | $119,126-91.6% | $87,485-88.5% |
| Participation rate | 71.4% | 68.7%+2.7pp | 75.8%-4.3pp | 68.9%+2.5pp |
| Annual return | 27.49% | 19.08%+8.4pp | 282.11%-254.6pp | 26.06%+1.4pp |
| Employer contribution / active EE | $1,493 | $3,172-52.9% | $4,034-63.0% | $2,596-42.5% |
| Participant deferral / active EE | $2,418 | $4,099-41.0% | $5,318-54.5% | $4,274-43.4% |
| Admin fee / account holder | $915 | $8,039-88.6% | $10,693-91.4% | $7,775-88.2% |