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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 | $12,994 | $106,749-87.8% | $145,433-91.1% | $82,448-84.2% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 23.14% | 27.59%-4.5pp | 66.58%-43.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $2,540 | $3,444-26.3% | $4,554-44.2% | $2,551-0.4% |
| Participant deferral / active EE | $3,733 | $6,519-42.7% | $7,897-52.7% | $4,139-9.8% |
| Admin fee / account holder | $328 | $8,390-96.1% | $13,129-97.5% | $7,234-95.5% |