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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 | $11,371 | $65,034-82.5% | $90,970-87.5% | $79,856-85.8% |
| Participation rate | 96.2% | 61.6%+34.6pp | 69.0%+27.2pp | 69.6%+26.6pp |
| Annual return | 28.67% | 30.45%-1.8pp | 134.60%-105.9pp | 31.71%-3.0pp |
| Employer contribution / active EE | $3,001 | $1,247+140.6% | $2,122+41.4% | $2,471+21.4% |
| Participant deferral / active EE | $5,212 | $2,512+107.5% | $3,373+54.5% | $3,741+39.3% |
| Admin fee / account holder | $6,119 | $4,536+34.9% | $5,961+2.6% | $5,306+15.3% |