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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 | $16,917 | $98,240-82.8% | $82,312-79.4% | $147,586-88.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 13.80% | 30.85%-17.1pp | 25.88%-12.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $696 | $3,192-78.2% | $2,428-71.3% | $4,876-85.7% |
| Participant deferral / active EE | $3,375 | $4,383-23.0% | $3,706-8.9% | $5,439-37.9% |
| Admin fee / account holder | $1,514 | $8,563-82.3% | $5,608-73.0% | $10,886-86.1% |