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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 | $19,696 | $80,674-75.6% | $119,126-83.5% | $64,340-69.4% |
| Participation rate | 90.1% | 55.2%+34.9pp | 75.8%+14.3pp | 55.2%+34.9pp |
| Annual return | 19.08% | 26.86%-7.8pp | 282.11%-263.0pp | 24.14%-5.1pp |
| Employer contribution / active EE | $1,735 | $2,564-32.3% | $4,034-57.0% | $1,862-6.8% |
| Participant deferral / active EE | $3,928 | $3,053+28.6% | $5,318-26.1% | $2,980+31.8% |
| Admin fee / account holder | $3,026 | $4,559-33.6% | $10,693-71.7% | $3,703-18.3% |