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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 | $19,622 | $99,875-80.4% | $146,866-86.6% | $86,983-77.4% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 18.12% | 28.10%-10.0pp | 102.85%-84.7pp | 25.83%-7.7pp |
| Employer contribution / active EE | $2,472 | $3,224-23.3% | $4,425-44.1% | $2,584-4.3% |
| Participant deferral / active EE | $4,013 | $6,322-36.5% | $7,759-48.3% | $4,194-4.3% |
| Admin fee / account holder | $613 | $7,838-92.2% | $13,620-95.5% | $7,856-92.2% |