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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 | $16,722 | $106,864-84.4% | $147,318-88.6% | $82,637-79.8% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 22.60% | 27.49%-4.9pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,699 | $3,417-50.3% | $4,593-63.0% | $2,552-33.4% |
| Participant deferral / active EE | $3,664 | $6,496-43.6% | $7,906-53.7% | $4,126-11.2% |
| Admin fee / account holder | $313 | $8,415-96.3% | $13,708-97.7% | $7,339-95.7% |