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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 | $10,307 | $106,864-90.4% | $147,318-93.0% | $82,637-87.5% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 23.09% | 27.49%-4.4pp | 70.43%-47.3pp | 53.51%-30.4pp |
| Employer contribution / active EE | $3,258 | $3,417-4.7% | $4,593-29.1% | $2,552+27.6% |
| Participant deferral / active EE | $4,137 | $6,496-36.3% | $7,906-47.7% | $4,126+0.3% |
| Admin fee / account holder | $395 | $8,415-95.3% | $13,708-97.1% | $7,339-94.6% |