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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 | $12,973 | $106,749-87.8% | $145,433-91.1% | $82,448-84.3% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 58.27% | 27.59%+30.7pp | 66.58%-8.3pp | 41.64%+16.6pp |
| Employer contribution / active EE | $2,558 | $3,444-25.7% | $4,554-43.8% | $2,551+0.3% |
| Participant deferral / active EE | $3,786 | $6,519-41.9% | $7,897-52.1% | $4,139-8.5% |
| Admin fee / account holder | $938 | $8,390-88.8% | $13,129-92.9% | $7,234-87.0% |