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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 | $110,137-86.3% | $161,149-90.6% | $82,637-81.8% |
| Participation rate | 89.7% | 72.4%+17.4pp | 78.8%+10.9pp | 68.1%+21.7pp |
| Annual return | 13.73% | 20.69%-7.0pp | 21.16%-7.4pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,418 | $2,856-15.3% | $4,360-44.5% | $2,552-5.2% |
| Participant deferral / active EE | $2,854 | $4,575-37.6% | $6,153-53.6% | $4,126-30.8% |
| Admin fee / account holder | $2,572 | $9,467-72.8% | $15,194-83.1% | $7,339-65.0% |