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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 | $12,062 | $153,311-92.1% | $109,313-89.0% | $273,972-95.6% |
| Participation rate | 91.7% | 80.1%+11.6pp | 71.3%+20.4pp | 83.0%+8.7pp |
| Annual return | 3.96% | 29.86%-25.9pp | 22.07%-18.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,442 | $5,619-74.3% | $3,892-62.9% | $4,869-70.4% |
| Participant deferral / active EE | $1,925 | $3,932-51.1% | $3,166-39.2% | $5,287-63.6% |
| Admin fee / account holder | $3,656 | $8,076-54.7% | $5,666-35.5% | $10,133-63.9% |