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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 | $17,458 | $106,749-83.6% | $145,433-88.0% | $82,448-78.8% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.1%+8.9pp | 68.1%+22.9pp |
| Annual return | 19.57% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,629 | $3,444-52.7% | $4,554-64.2% | $2,551-36.1% |
| Participant deferral / active EE | $4,303 | $6,519-34.0% | $7,897-45.5% | $4,139+4.0% |
| Admin fee / account holder | $706 | $8,390-91.6% | $13,129-94.6% | $7,234-90.2% |