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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 | $11,931 | $106,864-88.8% | $147,318-91.9% | $82,637-85.6% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 18.88% | 27.49%-8.6pp | 70.43%-51.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,316 | $3,417-32.2% | $4,593-49.6% | $2,552-9.3% |
| Participant deferral / active EE | $4,572 | $6,496-29.6% | $7,906-42.2% | $4,126+10.8% |
| Admin fee / account holder | $2,395 | $8,415-71.5% | $13,708-82.5% | $7,339-67.4% |