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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 | $13,538 | $66,431-79.6% | $109,916-87.7% | $85,851-84.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 74.2%+11.0pp | 69.3%+15.9pp |
| Annual return | 18.84% | 19.59%-0.8pp | 29.46%-10.6pp | 318.63%-299.8pp |
| Employer contribution / active EE | $1,749 | $1,688+3.6% | $2,844-38.5% | $2,565-31.8% |
| Participant deferral / active EE | $2,978 | $2,844+4.7% | $4,047-26.4% | $3,952-24.7% |
| Admin fee / account holder | $417 | $4,559-90.9% | $6,069-93.1% | $6,261-93.3% |