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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 | $19,874 | $78,428-74.7% | $95,960-79.3% | $79,852-75.1% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 14.72% | 19.37%-4.7pp | 91.63%-76.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,269 | $1,945-34.8% | $2,541-50.1% | $2,471-48.6% |
| Participant deferral / active EE | $3,725 | $3,440+8.3% | $4,167-10.6% | $3,740-0.4% |
| Admin fee / account holder | $1,436 | $5,622-74.5% | $6,797-78.9% | $5,306-72.9% |