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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 | $8,540 | $86,288-90.1% | $111,306-92.3% | $85,851-90.1% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 12.80% | 19.99%-7.2pp | 54.67%-41.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,463 | $2,044-28.4% | $2,732-46.4% | $2,565-43.0% |
| Participant deferral / active EE | $3,684 | $3,641+1.2% | $4,488-17.9% | $3,952-6.8% |
| Admin fee / account holder | $2,965 | $8,189-63.8% | $7,966-62.8% | $6,261-52.6% |