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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 | $17,145 | $167,415-89.8% | $140,514-87.8% | $198,609-91.4% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 19.32% | 13.85%+5.5pp | 14.36%+5.0pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,674 | $4,088-59.0% | $3,378-50.5% | $5,055-66.9% |
| Participant deferral / active EE | $3,429 | $5,579-38.5% | $4,919-30.3% | $6,977-50.8% |
| Admin fee / account holder | $4,823 | $16,730-71.2% | $13,697-64.8% | $19,030-74.7% |