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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 | $9,145 | $81,358-88.8% | $155,556-94.1% | $80,959-88.7% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 14.46% | 33.39%-18.9pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,754 | $3,106-43.5% | $4,675-62.5% | $2,757-36.4% |
| Participant deferral / active EE | $3,398 | $3,455-1.6% | $5,631-39.6% | $4,300-21.0% |
| Admin fee / account holder | $2,129 | $7,994-73.4% | $15,885-86.6% | $6,925-69.3% |