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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 | $10,117 | $99,875-89.9% | $146,866-93.1% | $86,983-88.4% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 14.73% | 28.10%-13.4pp | 102.85%-88.1pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,918 | $3,224-40.5% | $4,425-56.7% | $2,584-25.8% |
| Participant deferral / active EE | $3,032 | $6,322-52.0% | $7,759-60.9% | $4,194-27.7% |
| Admin fee / account holder | $685 | $7,838-91.3% | $13,620-95.0% | $7,856-91.3% |