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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 | $16,471 | $156,616-89.5% | $133,346-87.6% | $198,609-91.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 13.83% | 44.25%-30.4pp | 36.85%-23.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,578 | $3,368-53.2% | $2,853-44.7% | $5,055-68.8% |
| Participant deferral / active EE | $2,001 | $4,920-59.3% | $4,332-53.8% | $6,977-71.3% |
| Admin fee / account holder | $340 | $17,468-98.1% | $14,264-97.6% | $19,030-98.2% |