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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 | $12,209 | $124,425-90.2% | $112,040-89.1% | $137,256-91.1% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 19.70% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,448 | $3,411-57.6% | $2,954-51.0% | $4,156-65.2% |
| Participant deferral / active EE | $4,520 | $5,718-21.0% | $5,098-11.3% | $6,407-29.5% |
| Admin fee / account holder | $1,680 | $15,207-89.0% | $12,098-86.1% | $12,270-86.3% |