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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 | $15,308 | $124,425-87.7% | $112,040-86.3% | $137,256-88.8% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 12.19% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,998 | $3,411-41.4% | $2,954-32.4% | $4,156-51.9% |
| Participant deferral / active EE | $3,615 | $5,718-36.8% | $5,098-29.1% | $6,407-43.6% |
| Admin fee / account holder | $1,533 | $15,207-89.9% | $12,098-87.3% | $12,270-87.5% |