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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 | $5,143 | $79,955-93.6% | $98,461-94.8% | $75,173-93.2% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 14.86% | 19.75%-4.9pp | 21.17%-6.3pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,205 | $2,264+41.5% | $3,049+5.1% | $2,671+20.0% |
| Participant deferral / active EE | $3,015 | $3,752-19.7% | $4,738-36.4% | $4,126-26.9% |
| Admin fee / account holder | $4,154 | $6,841-39.3% | $8,961-53.6% | $5,651-26.5% |