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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 | $19,449 | $99,875-80.5% | $146,866-86.8% | $86,983-77.6% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 20.73% | 28.10%-7.4pp | 102.85%-82.1pp | 25.83%-5.1pp |
| Employer contribution / active EE | $2,932 | $3,224-9.0% | $4,425-33.7% | $2,584+13.5% |
| Participant deferral / active EE | $8,139 | $6,322+28.7% | $7,759+4.9% | $4,194+94.1% |
| Admin fee / account holder | $1,243 | $7,838-84.1% | $13,620-90.9% | $7,856-84.2% |