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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 | $17,964 | $162,967-89.0% | $135,792-86.8% | $138,895-87.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.6%+10.7pp | 79.9%+3.4pp |
| Annual return | 16.13% | 30.08%-14.0pp | 25.96%-9.8pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,510 | $4,211-16.7% | $3,496+0.4% | $4,194-16.3% |
| Participant deferral / active EE | $2,033 | $5,640-64.0% | $4,759-57.3% | $6,396-68.2% |
| Admin fee / account holder | $2,354 | $15,306-84.6% | $12,266-80.8% | $12,562-81.3% |