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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 | $13,926 | $94,031-85.2% | $115,768-88.0% | $82,448-83.1% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.4%+21.6pp | 68.1%+27.9pp |
| Annual return | 12.99% | 20.61%-7.6pp | 100.46%-87.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,442 | $2,323+5.1% | $2,940-16.9% | $2,551-4.3% |
| Participant deferral / active EE | $2,186 | $3,972-45.0% | $4,917-55.5% | $4,139-47.2% |
| Admin fee / account holder | $3,093 | $10,249-69.8% | $12,439-75.1% | $7,234-57.2% |