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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 | $12,435 | $107,421-88.4% | $182,262-93.2% | $94,015-86.8% |
| Participation rate | 94.5% | 77.8%+16.8pp | 84.2%+10.3pp | 70.8%+23.7pp |
| Annual return | 20.02% | 21.32%-1.3pp | 140.60%-120.6pp | 17.84%+2.2pp |
| Employer contribution / active EE | $1,302 | $3,448-62.2% | $5,046-74.2% | $2,790-53.3% |
| Participant deferral / active EE | $3,663 | $6,558-44.1% | $8,276-55.7% | $4,249-13.8% |
| Admin fee / account holder | $749 | $8,692-91.4% | $16,712-95.5% | $8,951-91.6% |