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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 | $9,471 | $87,059-89.1% | $105,608-91.0% | $80,925-88.3% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.7%+24.6pp |
| Annual return | 19.37% | 17.05%+2.3pp | 116.50%-97.1pp | 35.65%-16.3pp |
| Employer contribution / active EE | $3,933 | $2,396+64.1% | $3,167+24.2% | $2,756+42.7% |
| Participant deferral / active EE | $4,491 | $3,986+12.7% | $5,010-10.4% | $4,299+4.5% |
| Admin fee / account holder | $3,281 | $8,443-61.1% | $11,028-70.2% | $6,940-52.7% |