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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 | $26,971 | $108,825-75.2% | $156,181-82.7% | $82,448-67.3% |
| Participation rate | 86.0% | 72.4%+13.6pp | 78.8%+7.1pp | 68.1%+17.9pp |
| Annual return | 17.80% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,520 | $2,870-47.0% | $4,294-64.6% | $2,551-40.4% |
| Participant deferral / active EE | $5,231 | $4,577+14.3% | $6,132-14.7% | $4,139+26.4% |
| Admin fee / account holder | $691 | $9,341-92.6% | $14,586-95.3% | $7,234-90.5% |