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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 | $15,073 | $108,825-86.1% | $156,181-90.3% | $82,448-81.7% |
| Participation rate | 89.7% | 72.4%+17.4pp | 78.8%+10.9pp | 68.1%+21.7pp |
| Annual return | 13.73% | 20.59%-6.9pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,418 | $2,870-15.7% | $4,294-43.7% | $2,551-5.2% |
| Participant deferral / active EE | $2,854 | $4,577-37.6% | $6,132-53.5% | $4,139-31.1% |
| Admin fee / account holder | $2,572 | $9,341-72.5% | $14,586-82.4% | $7,234-64.5% |