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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 | $12,547 | $93,617-86.6% | $135,982-90.8% | $75,177-83.3% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 19.08% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.7pp |
| Employer contribution / active EE | $2,360 | $3,538-33.3% | $4,859-51.4% | $2,671-11.6% |
| Participant deferral / active EE | $3,865 | $6,406-39.7% | $7,760-50.2% | $4,126-6.3% |
| Admin fee / account holder | $1,443 | $6,980-79.3% | $10,767-86.6% | $5,651-74.5% |