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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 | $12,391 | $101,795-87.8% | $165,100-92.5% | $80,959-84.7% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.9pp |
| Annual return | 13.75% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,378 | $2,954-19.5% | $4,348-45.3% | $2,757-13.7% |
| Participant deferral / active EE | $4,383 | $4,476-2.1% | $6,035-27.4% | $4,300+1.9% |
| Admin fee / account holder | $3,053 | $8,221-62.9% | $12,696-76.0% | $6,925-55.9% |