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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 | $11,960 | $106,749-88.8% | $145,433-91.8% | $82,448-85.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 14.67% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,601 | $3,444-53.5% | $4,554-64.9% | $2,551-37.3% |
| Participant deferral / active EE | $3,271 | $6,519-49.8% | $7,897-58.6% | $4,139-21.0% |
| Admin fee / account holder | $536 | $8,390-93.6% | $13,129-95.9% | $7,234-92.6% |