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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 | $106,524-88.3% | $152,301-91.8% | $87,485-85.8% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.6pp |
| Annual return | 20.02% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,302 | $3,371-61.4% | $4,624-71.8% | $2,596-49.9% |
| Participant deferral / active EE | $3,663 | $6,525-43.9% | $8,004-54.2% | $4,274-14.3% |
| Admin fee / account holder | $749 | $8,287-91.0% | $14,398-94.8% | $7,775-90.4% |