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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 | $12,080 | $84,953-85.8% | $163,379-92.6% | $82,637-85.4% |
| Participation rate | 94.7% | 65.9%+28.8pp | 76.8%+17.9pp | 68.1%+26.7pp |
| Annual return | 24.00% | 23.07%+0.9pp | 63.41%-39.4pp | 53.51%-29.5pp |
| Employer contribution / active EE | $2,433 | $2,183+11.5% | $3,752-35.2% | $2,552-4.7% |
| Participant deferral / active EE | $3,876 | $4,326-10.4% | $6,282-38.3% | $4,126-6.1% |
| Admin fee / account holder | $938 | $7,921-88.2% | $9,818-90.4% | $7,339-87.2% |