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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 | $13,011 | $101,798-87.2% | $165,071-92.1% | $80,935-83.9% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.7%+24.9pp |
| Annual return | 12.36% | 16.73%-4.4pp | 70.17%-57.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,065 | $2,954-30.1% | $4,347-52.5% | $2,757-25.1% |
| Participant deferral / active EE | $4,181 | $4,476-6.6% | $6,035-30.7% | $4,299-2.7% |
| Admin fee / account holder | $695 | $8,221-91.5% | $12,695-94.5% | $6,924-90.0% |