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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 | $10,020 | $73,107-86.3% | $114,563-91.3% | $87,485-88.5% |
| Participation rate | 98.0% | 65.8%+32.2pp | 72.9%+25.1pp | 68.9%+29.1pp |
| Annual return | 21.74% | 19.47%+2.3pp | 241.09%-219.4pp | 26.06%-4.3pp |
| Employer contribution / active EE | $2,464 | $1,881+31.0% | $2,592-5.0% | $2,596-5.1% |
| Participant deferral / active EE | $3,632 | $3,144+15.5% | $4,142-12.3% | $4,274-15.0% |
| Admin fee / account holder | $358 | $5,770-93.8% | $7,623-95.3% | $7,775-95.4% |