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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 | $13,954 | $87,106-84.0% | $105,607-86.8% | $80,935-82.8% |
| Participation rate | 98.6% | 70.4%+28.1pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 12.42% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,747 | $2,396+56.4% | $3,167+18.3% | $2,757+35.9% |
| Participant deferral / active EE | $2,139 | $3,986-46.3% | $5,011-57.3% | $4,299-50.3% |
| Admin fee / account holder | $453 | $8,447-94.6% | $10,958-95.9% | $6,924-93.5% |