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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 | $12,416 | $136,860-90.9% | $120,344-89.7% | $154,746-92.0% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 22.41% | 21.38%+1.0pp | 20.30%+2.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,074 | $3,533-41.3% | $3,020-31.3% | $4,379-52.6% |
| Participant deferral / active EE | $3,459 | $5,793-40.3% | $5,135-32.6% | $6,730-48.6% |
| Admin fee / account holder | $565 | $15,393-96.3% | $12,742-95.6% | $14,365-96.1% |