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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 | $11,933 | $93,345-87.2% | $119,126-90.0% | $87,485-86.4% |
| Participation rate | 84.4% | 68.7%+15.7pp | 75.8%+8.7pp | 68.9%+15.5pp |
| Annual return | 19.51% | 19.08%+0.4pp | 282.11%-262.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,959 | $3,172-38.2% | $4,034-51.4% | $2,596-24.6% |
| Participant deferral / active EE | $2,778 | $4,099-32.2% | $5,318-47.8% | $4,274-35.0% |
| Admin fee / account holder | $2,135 | $8,039-73.4% | $10,693-80.0% | $7,775-72.5% |