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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 | $12,816 | $106,749-88.0% | $145,433-91.2% | $82,448-84.5% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 20.32% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,686 | $3,444-51.0% | $4,554-63.0% | $2,551-33.9% |
| Participant deferral / active EE | $2,604 | $6,519-60.0% | $7,897-67.0% | $4,139-37.1% |
| Admin fee / account holder | $582 | $8,390-93.1% | $13,129-95.6% | $7,234-92.0% |