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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 | $17,805 | $108,825-83.6% | $156,181-88.6% | $82,448-78.4% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 15.29% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,030 | $2,870-64.1% | $4,294-76.0% | $2,551-59.6% |
| Participant deferral / active EE | $2,941 | $4,577-35.7% | $6,132-52.0% | $4,139-28.9% |
| Admin fee / account holder | $1,696 | $9,341-81.8% | $14,586-88.4% | $7,234-76.6% |