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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 | $9,946 | $161,352-93.8% | $134,172-92.6% | $137,256-92.8% |
| Participation rate | 95.2% | 78.3%+17.0pp | 72.5%+22.8pp | 80.0%+15.3pp |
| Annual return | 18.01% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,796 | $4,099-56.2% | $3,420-47.5% | $4,156-56.8% |
| Participant deferral / active EE | $5,007 | $5,552-9.8% | $4,690+6.8% | $6,407-21.8% |
| Admin fee / account holder | $1,469 | $15,028-90.2% | $12,016-87.8% | $12,270-88.0% |