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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 | $12,724 | $178,174-92.9% | $156,181-91.9% | $137,256-90.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 16.03% | 84.19%-68.2pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,814 | $4,972-63.5% | $4,294-57.8% | $4,156-56.4% |
| Participant deferral / active EE | $2,964 | $6,888-57.0% | $6,132-51.7% | $6,407-53.7% |
| Admin fee / account holder | $3,547 | $17,404-79.6% | $14,586-75.7% | $12,270-71.1% |