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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 | $15,974 | $98,776-83.8% | $149,745-89.3% | $79,856-80.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 26.18% | 27.38%-1.2pp | 276.72%-250.5pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,411 | $3,217-56.2% | $4,646-69.6% | $2,471-42.9% |
| Participant deferral / active EE | $2,565 | $5,681-54.9% | $6,843-62.5% | $3,741-31.4% |
| Admin fee / account holder | $6,095 | $6,053+0.7% | $9,312-34.5% | $5,306+14.9% |