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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 | $97,648-85.7% | $121,663-88.6% | $87,485-84.1% |
| Participation rate | 95.9% | 70.5%+25.5pp | 74.5%+21.5pp | 68.9%+27.0pp |
| Annual return | 12.99% | 18.03%-5.0pp | 147.54%-134.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,442 | $2,300+6.2% | $3,020-19.1% | $2,596-5.9% |
| Participant deferral / active EE | $2,186 | $3,923-44.3% | $4,887-55.3% | $4,274-48.8% |
| Admin fee / account holder | $3,093 | $11,100-72.1% | $14,289-78.4% | $7,775-60.2% |