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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 | $24,198 | $108,825-77.8% | $156,181-84.5% | $82,448-70.7% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 15.49% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,439 | $2,870-49.9% | $4,294-66.5% | $2,551-43.6% |
| Participant deferral / active EE | $3,478 | $4,577-24.0% | $6,132-43.3% | $4,139-16.0% |
| Admin fee / account holder | $3,695 | $9,341-60.4% | $14,586-74.7% | $7,234-48.9% |