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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 | $106,749-88.4% | $145,433-91.4% | $82,448-84.9% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.1%+12.4pp | 68.1%+26.5pp |
| Annual return | 20.02% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,302 | $3,444-62.2% | $4,554-71.4% | $2,551-49.0% |
| Participant deferral / active EE | $3,663 | $6,519-43.8% | $7,897-53.6% | $4,139-11.5% |
| Admin fee / account holder | $749 | $8,390-91.1% | $13,129-94.3% | $7,234-89.6% |