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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 | $11,438 | $76,834-85.1% | $108,359-89.4% | $87,485-86.9% |
| Participation rate | 96.7% | 61.7%+34.9pp | 70.1%+26.5pp | 68.9%+27.7pp |
| Annual return | 20.90% | 19.09%+1.8pp | 36.89%-16.0pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,439 | $1,556-7.6% | $2,399-40.0% | $2,596-44.6% |
| Participant deferral / active EE | $3,012 | $3,100-2.8% | $4,137-27.2% | $4,274-29.5% |
| Admin fee / account holder | $5,141 | $6,537-21.4% | $9,741-47.2% | $7,775-33.9% |