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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 | $13,403 | $93,345-85.6% | $119,126-88.7% | $87,485-84.7% |
| Participation rate | 89.9% | 68.7%+21.1pp | 75.8%+14.1pp | 68.9%+21.0pp |
| Annual return | 19.63% | 19.08%+0.5pp | 282.11%-262.5pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,349 | $3,172-57.5% | $4,034-66.6% | $2,596-48.1% |
| Participant deferral / active EE | $2,604 | $4,099-36.5% | $5,318-51.0% | $4,274-39.1% |
| Admin fee / account holder | $3,313 | $8,039-58.8% | $10,693-69.0% | $7,775-57.4% |