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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 | $10,374 | $75,832-86.3% | $147,617-93.0% | $59,633-82.6% |
| Participation rate | 83.6% | 71.6%+12.1pp | 84.6%-1.0pp | 68.7%+15.0pp |
| Annual return | 13.93% | 0.37%+13.6pp | 61.98%-48.0pp | 2041.45%-2027.5pp |
| Employer contribution / active EE | $983 | $3,485-71.8% | $5,564-82.3% | $2,203-55.4% |
| Participant deferral / active EE | $1,075 | $3,131-65.6% | $4,895-78.0% | $3,192-66.3% |
| Admin fee / account holder | $2,845 | $5,986-52.5% | $11,612-75.5% | $4,297-33.8% |