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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 | $18,794 | $93,345-79.9% | $119,126-84.2% | $87,485-78.5% |
| Participation rate | 96.0% | 68.7%+27.3pp | 75.8%+20.2pp | 68.9%+27.1pp |
| Annual return | 18.29% | 19.08%-0.8pp | 282.11%-263.8pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,464 | $3,172-22.3% | $4,034-38.9% | $2,596-5.1% |
| Participant deferral / active EE | $6,939 | $4,099+69.3% | $5,318+30.5% | $4,274+62.4% |
| Admin fee / account holder | $3,496 | $8,039-56.5% | $10,693-67.3% | $7,775-55.0% |