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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 | $10,253 | $77,638-86.8% | $156,551-93.5% | $62,881-83.7% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 5.51% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $978 | $3,444-71.6% | $5,501-82.2% | $2,281-57.1% |
| Participant deferral / active EE | $1,029 | $3,046-66.2% | $4,871-78.9% | $3,203-67.9% |
| Admin fee / account holder | $2,492 | $5,561-55.2% | $13,028-80.9% | $4,296-42.0% |