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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 | $11,680 | $106,749-89.1% | $145,433-92.0% | $82,448-85.8% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 24.14% | 27.59%-3.5pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,054 | $3,444-69.4% | $4,554-76.8% | $2,551-58.7% |
| Participant deferral / active EE | $2,748 | $6,519-57.8% | $7,897-65.2% | $4,139-33.6% |
| Admin fee / account holder | $456 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |