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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 | $18,767 | $77,472-75.8% | $100,392-81.3% | $80,935-76.8% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 67.7%+28.8pp |
| Annual return | 24.80% | 37.26%-12.5pp | 49.45%-24.6pp | 35.66%-10.9pp |
| Employer contribution / active EE | $1,930 | $2,800-31.1% | $3,941-51.0% | $2,757-30.0% |
| Participant deferral / active EE | $5,013 | $6,818-26.5% | $8,090-38.0% | $4,299+16.6% |
| Admin fee / account holder | $3,405 | $5,885-42.1% | $7,904-56.9% | $6,924-50.8% |