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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 | $12,101 | $104,098-88.4% | $140,514-91.4% | $94,015-87.1% |
| Participation rate | 90.3% | 73.7%+16.6pp | 77.8%+12.5pp | 70.8%+19.5pp |
| Annual return | 24.49% | 15.14%+9.4pp | 14.36%+10.1pp | 17.84%+6.6pp |
| Employer contribution / active EE | $1,060 | $2,388-55.6% | $3,378-68.6% | $2,790-62.0% |
| Participant deferral / active EE | $3,258 | $4,033-19.2% | $4,919-33.8% | $4,249-23.3% |
| Admin fee / account holder | $1,125 | $10,439-89.2% | $13,697-91.8% | $8,951-87.4% |