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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 | $10,454 | $94,031-88.9% | $115,768-91.0% | $82,448-87.3% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.4%+22.3pp | 68.1%+28.7pp |
| Annual return | 25.85% | 20.61%+5.2pp | 100.46%-74.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,870 | $2,323-19.5% | $2,940-36.4% | $2,551-26.7% |
| Participant deferral / active EE | $3,054 | $3,972-23.1% | $4,917-37.9% | $4,139-26.2% |
| Admin fee / account holder | $1,871 | $10,249-81.7% | $12,439-85.0% | $7,234-74.1% |