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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 | $11,894 | $69,590-82.9% | $136,867-91.3% | $94,015-87.3% |
| Participation rate | 93.8% | 66.3%+27.4pp | 74.5%+19.2pp | 70.8%+22.9pp |
| Annual return | 17.22% | 19.62%-2.4pp | 42.97%-25.8pp | 17.84%-0.6pp |
| Employer contribution / active EE | $1,479 | $2,396-38.3% | $3,547-58.3% | $2,790-47.0% |
| Participant deferral / active EE | $3,103 | $3,437-9.7% | $4,924-37.0% | $4,249-27.0% |
| Admin fee / account holder | $4,206 | $8,912-52.8% | $10,340-59.3% | $8,951-53.0% |