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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 | $124,980-90.3% | $108,359-88.9% | $154,746-92.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 21.87% | 45.00%-23.1pp | 36.89%-15.0pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,475 | $2,851-48.3% | $2,399-38.5% | $4,379-66.3% |
| Participant deferral / active EE | $3,639 | $4,743-23.3% | $4,137-12.0% | $6,730-45.9% |
| Admin fee / account holder | $673 | $11,502-94.2% | $9,741-93.1% | $14,365-95.3% |