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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 | $14,517 | $73,955-80.4% | $96,520-85.0% | $75,181-80.7% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 23.35% | 26.72%-3.4pp | 35.72%-12.4pp | 160.69%-137.3pp |
| Employer contribution / active EE | $2,044 | $2,930-30.2% | $3,739-45.3% | $2,671-23.5% |
| Participant deferral / active EE | $3,827 | $3,659+4.6% | $4,879-21.5% | $4,126-7.2% |
| Admin fee / account holder | $1,070 | $5,217-79.5% | $6,733-84.1% | $5,650-81.1% |