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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 | $14,362 | $93,598-84.7% | $135,974-89.4% | $75,173-80.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+10.9pp | 67.2%+25.7pp |
| Annual return | 22.74% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.0pp |
| Employer contribution / active EE | $3,082 | $3,538-12.9% | $4,859-36.6% | $2,671+15.4% |
| Participant deferral / active EE | $6,679 | $6,405+4.3% | $7,760-13.9% | $4,126+61.9% |
| Admin fee / account holder | $513 | $6,978-92.7% | $10,767-95.2% | $5,651-90.9% |