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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 | $24,614 | $93,345-73.6% | $119,126-79.3% | $87,485-71.9% |
| Participation rate | 91.2% | 68.7%+22.4pp | 75.8%+15.4pp | 68.9%+22.2pp |
| Annual return | 19.47% | 19.08%+0.4pp | 282.11%-262.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,769 | $3,172-44.2% | $4,034-56.1% | $2,596-31.9% |
| Participant deferral / active EE | $4,161 | $4,099+1.5% | $5,318-21.8% | $4,274-2.6% |
| Admin fee / account holder | $1,975 | $8,039-75.4% | $10,693-81.5% | $7,775-74.6% |