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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 | $11,039 | $88,672-87.6% | $105,223-89.5% | $82,448-86.6% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 22.89% | 30.86%-8.0pp | 180.65%-157.8pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,857 | $3,048-39.1% | $3,689-49.6% | $2,551-27.2% |
| Participant deferral / active EE | $2,840 | $4,036-29.6% | $5,072-44.0% | $4,139-31.4% |
| Admin fee / account holder | $463 | $7,146-93.5% | $8,859-94.8% | $7,234-93.6% |