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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 | $12,484 | $84,236-85.2% | $170,435-92.7% | $70,126-82.2% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 18.29% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,620 | $3,387-22.6% | $5,432-51.8% | $2,343+11.9% |
| Participant deferral / active EE | $2,786 | $3,086-9.7% | $4,939-43.6% | $3,332-16.4% |
| Admin fee / account holder | $1,889 | $5,698-66.9% | $13,881-86.4% | $4,645-59.3% |