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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 | $18,423 | $117,846-84.4% | $102,434-82.0% | $145,884-87.4% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 8.90% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,350 | $3,615-62.6% | $3,023-55.3% | $4,662-71.0% |
| Participant deferral / active EE | $3,800 | $5,733-33.7% | $5,055-24.8% | $6,690-43.2% |
| Admin fee / account holder | $1,104 | $13,356-91.7% | $9,462-88.3% | $13,392-91.8% |