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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 | $12,260 | $68,880-82.2% | $120,580-89.8% | $80,959-84.9% |
| Participation rate | 74.0% | 61.7%+12.3pp | 72.0%+2.0pp | 67.7%+6.3pp |
| Annual return | 15.58% | 23.68%-8.1pp | 107.48%-91.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,823 | $2,066-11.8% | $3,469-47.4% | $2,757-33.9% |
| Participant deferral / active EE | $2,747 | $3,191-13.9% | $4,995-45.0% | $4,300-36.1% |
| Admin fee / account holder | $335 | $5,785-94.2% | $9,418-96.4% | $6,925-95.2% |