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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 | $15,675 | $106,749-85.3% | $145,433-89.2% | $82,448-81.0% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 24.92% | 27.59%-2.7pp | 66.58%-41.7pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,562 | $3,444-54.6% | $4,554-65.7% | $2,551-38.8% |
| Participant deferral / active EE | $3,270 | $6,519-49.8% | $7,897-58.6% | $4,139-21.0% |
| Admin fee / account holder | $3,670 | $8,390-56.3% | $13,129-72.0% | $7,234-49.3% |