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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 | $106,749-88.8% | $145,433-91.8% | $82,448-85.5% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 18.88% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,316 | $3,444-32.8% | $4,554-49.2% | $2,551-9.2% |
| Participant deferral / active EE | $4,572 | $6,519-29.9% | $7,897-42.1% | $4,139+10.4% |
| Admin fee / account holder | $2,395 | $8,390-71.5% | $13,129-81.8% | $7,234-66.9% |