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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 | $14,727 | $108,825-86.5% | $156,181-90.6% | $82,448-82.1% |
| Participation rate | 96.8% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 17.02% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,883 | $2,870+0.5% | $4,294-32.8% | $2,551+13.0% |
| Participant deferral / active EE | $3,981 | $4,577-13.0% | $6,132-35.1% | $4,139-3.8% |
| Admin fee / account holder | $1,217 | $9,341-87.0% | $14,586-91.7% | $7,234-83.2% |