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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 | $11,888 | $78,670-84.9% | $109,173-89.1% | $85,847-86.2% |
| Participation rate | 89.3% | 68.3%+21.0pp | 75.9%+13.4pp | 69.3%+20.0pp |
| Annual return | 16.86% | 25.09%-8.2pp | 25.75%-8.9pp | 318.61%-301.7pp |
| Employer contribution / active EE | $1,442 | $2,734-47.2% | $3,723-61.3% | $2,565-43.8% |
| Participant deferral / active EE | $3,268 | $3,467-5.7% | $4,654-29.8% | $3,952-17.3% |
| Admin fee / account holder | $587 | $5,469-89.3% | $6,755-91.3% | $6,261-90.6% |