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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 | $14,010 | $53,128-73.6% | $86,582-83.8% | $70,126-80.0% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 13.74% | 27.66%-13.9pp | 965.08%-951.3pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,854 | $2,068-10.3% | $2,839-34.7% | $2,343-20.8% |
| Participant deferral / active EE | $2,530 | $2,695-6.1% | $3,609-29.9% | $3,332-24.1% |
| Admin fee / account holder | $3,059 | $3,584-14.7% | $4,904-37.6% | $4,645-34.2% |