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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 | $17,762 | $109,359-83.8% | $162,177-89.0% | $72,975-75.7% |
| Participation rate | 92.5% | 84.3%+8.2pp | 87.6%+4.9pp | 69.5%+23.0pp |
| Annual return | 27.74% | 25.46%+2.3pp | 115.60%-87.9pp | 81.01%-53.3pp |
| Employer contribution / active EE | $2,877 | $3,907-26.4% | $5,613-48.7% | $2,440+17.9% |
| Participant deferral / active EE | $4,729 | $5,481-13.7% | $7,297-35.2% | $3,608+31.1% |
| Admin fee / account holder | $696 | $7,972-91.3% | $10,843-93.6% | $5,124-86.4% |