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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 | $26,050 | $78,425-66.8% | $95,956-72.9% | $79,858-67.4% |
| Participation rate | 98.2% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.6pp |
| Annual return | 22.61% | 19.37%+3.2pp | 91.63%-69.0pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,311 | $1,945-32.6% | $2,541-48.4% | $2,471-46.9% |
| Participant deferral / active EE | $5,675 | $3,440+65.0% | $4,167+36.2% | $3,740+51.7% |
| Admin fee / account holder | $850 | $5,622-84.9% | $6,797-87.5% | $5,306-84.0% |