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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 | $13,296 | $91,037-85.4% | $71,671-81.4% | $147,586-91.0% |
| Participation rate | 93.8% | 76.1%+17.6pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 18.99% | 20.48%-1.5pp | 20.65%-1.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,658 | $3,327-50.2% | $2,460-32.6% | $4,876-66.0% |
| Participant deferral / active EE | $2,107 | $4,498-53.2% | $3,438-38.7% | $5,439-61.3% |
| Admin fee / account holder | $770 | $8,613-91.1% | $5,558-86.1% | $10,886-92.9% |