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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 | $17,992 | $72,269-75.1% | $101,271-82.2% | $79,852-77.5% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 18.29% | 22.29%-4.0pp | 46.48%-28.2pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,475 | $2,692-45.2% | $3,660-59.7% | $2,471-40.3% |
| Participant deferral / active EE | $4,620 | $3,282+40.8% | $4,371+5.7% | $3,740+23.5% |
| Admin fee / account holder | $814 | $4,401-81.5% | $5,948-86.3% | $5,306-84.7% |