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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 | $14,169 | $106,749-86.7% | $145,433-90.3% | $82,448-82.8% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 14.22% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,466 | $3,444-57.4% | $4,554-67.8% | $2,551-42.5% |
| Participant deferral / active EE | $4,360 | $6,519-33.1% | $7,897-44.8% | $4,139+5.3% |
| Admin fee / account holder | $3,472 | $8,390-58.6% | $13,129-73.6% | $7,234-52.0% |