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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 | $12,808 | $162,967-92.1% | $135,792-90.6% | $138,895-90.8% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.6%+10.7pp | 79.9%+3.4pp |
| Annual return | 21.58% | 30.08%-8.5pp | 25.96%-4.4pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,799 | $4,211-57.3% | $3,496-48.5% | $4,194-57.1% |
| Participant deferral / active EE | $1,974 | $5,640-65.0% | $4,759-58.5% | $6,396-69.1% |
| Admin fee / account holder | $1,063 | $15,306-93.1% | $12,266-91.3% | $12,562-91.5% |