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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 | $16,097 | $88,672-81.8% | $105,223-84.7% | $82,448-80.5% |
| Participation rate | 94.0% | 67.9%+26.1pp | 75.0%+19.0pp | 68.1%+26.0pp |
| Annual return | 13.75% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,160 | $3,048-61.9% | $3,689-68.5% | $2,551-54.5% |
| Participant deferral / active EE | $3,531 | $4,036-12.5% | $5,072-30.4% | $4,139-14.7% |
| Admin fee / account holder | $2,976 | $7,146-58.4% | $8,859-66.4% | $7,234-58.9% |