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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 | $18,359 | $106,749-82.8% | $145,433-87.4% | $82,448-77.7% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 22.34% | 27.59%-5.3pp | 66.58%-44.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,371 | $3,444-60.2% | $4,554-69.9% | $2,551-46.3% |
| Participant deferral / active EE | $3,622 | $6,519-44.4% | $7,897-54.1% | $4,139-12.5% |
| Admin fee / account holder | $520 | $8,390-93.8% | $13,129-96.0% | $7,234-92.8% |