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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 | $12,078 | $123,155-90.2% | $108,753-88.9% | $155,188-92.2% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 21.87% | 44.73%-22.9pp | 37.47%-15.6pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,475 | $2,811-47.5% | $2,427-39.2% | $4,248-65.3% |
| Participant deferral / active EE | $3,639 | $4,623-21.3% | $4,115-11.6% | $6,531-44.3% |
| Admin fee / account holder | $673 | $12,126-94.5% | $10,320-93.5% | $14,480-95.4% |