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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 | $19,571 | $106,749-81.7% | $145,433-86.5% | $82,448-76.3% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 26.72% | 27.59%-0.9pp | 66.58%-39.9pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,855 | $3,444-46.1% | $4,554-59.3% | $2,551-27.3% |
| Participant deferral / active EE | $6,951 | $6,519+6.6% | $7,897-12.0% | $4,139+67.9% |
| Admin fee / account holder | $1,526 | $8,390-81.8% | $13,129-88.4% | $7,234-78.9% |