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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 | $12,190 | $199,109-93.9% | $173,730-93.0% | $154,746-92.1% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 12.80% | 20.02%-7.2pp | 19.96%-7.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,638 | $5,311-50.3% | $4,577-42.4% | $4,379-39.8% |
| Participant deferral / active EE | $3,605 | $7,113-49.3% | $6,326-43.0% | $6,730-46.4% |
| Admin fee / account holder | $5,006 | $20,916-76.1% | $17,523-71.4% | $14,365-65.1% |