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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 | $12,297 | $69,444-82.3% | $92,985-86.8% | $87,485-85.9% |
| Participation rate | 89.7% | 63.3%+26.5pp | 69.5%+20.3pp | 68.9%+20.8pp |
| Annual return | 88.44% | 23.85%+64.6pp | 27.99%+60.4pp | 26.06%+62.4pp |
| Employer contribution / active EE | $1,560 | $1,917-18.6% | $2,662-41.4% | $2,596-39.9% |
| Participant deferral / active EE | $3,464 | $3,364+3.0% | $4,377-20.8% | $4,274-18.9% |
| Admin fee / account holder | $1,434 | $6,137-76.6% | $9,463-84.8% | $7,775-81.6% |