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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 | $4,633 | $76,407-93.9% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 21.18% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,247 | $2,614-52.3% | $4,154-70.0% | $2,551-51.1% |
| Participant deferral / active EE | $2,013 | $3,214-37.4% | $5,453-63.1% | $4,139-51.4% |
| Admin fee / account holder | $1,594 | $6,352-74.9% | $14,116-88.7% | $7,234-78.0% |