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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 | $13,144 | $117,846-88.8% | $102,434-87.2% | $145,884-91.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 15.90% | 31.90%-16.0pp | 29.46%-13.6pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,007 | $3,615+10.9% | $3,023+32.6% | $4,662-14.0% |
| Participant deferral / active EE | $3,953 | $5,733-31.0% | $5,055-21.8% | $6,690-40.9% |
| Admin fee / account holder | $4,614 | $13,356-65.5% | $9,462-51.2% | $13,392-65.5% |