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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 | $16,933 | $64,359-73.7% | $90,161-81.2% | $70,126-75.9% |
| Participation rate | 78.7% | 70.4%+8.3pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 23.66% | 28.13%-4.5pp | 34.89%-11.2pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,672 | $2,046-18.2% | $3,318-49.6% | $2,343-28.6% |
| Participant deferral / active EE | $3,304 | $4,389-24.7% | $5,287-37.5% | $3,332-0.8% |
| Admin fee / account holder | $1,374 | $3,945-65.2% | $5,943-76.9% | $4,645-70.4% |