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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 | $16,659 | $184,014-90.9% | $161,149-89.7% | $138,895-88.0% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.8%+7.5pp | 79.9%+6.4pp |
| Annual return | 24.72% | 21.52%+3.2pp | 21.16%+3.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,569 | $5,055-69.0% | $4,360-64.0% | $4,194-62.6% |
| Participant deferral / active EE | $3,870 | $6,909-44.0% | $6,153-37.1% | $6,396-39.5% |
| Admin fee / account holder | $442 | $18,027-97.5% | $15,194-97.1% | $12,562-96.5% |