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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 | $136,860-87.5% | $120,344-85.8% | $154,746-88.9% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 19.32% | 21.38%-2.1pp | 20.30%-1.0pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,674 | $3,533-52.6% | $3,020-44.6% | $4,379-61.8% |
| Participant deferral / active EE | $3,429 | $5,793-40.8% | $5,135-33.2% | $6,730-49.0% |
| Admin fee / account holder | $4,823 | $15,393-68.7% | $12,742-62.1% | $14,365-66.4% |