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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 | $18,151 | $106,524-83.0% | $152,301-88.1% | $87,485-79.3% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.4%+15.4pp | 68.9%+28.9pp |
| Annual return | 21.94% | 26.89%-4.9pp | 80.50%-58.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $2,747 | $3,371-18.5% | $4,624-40.6% | $2,596+5.8% |
| Participant deferral / active EE | $3,776 | $6,525-42.1% | $8,004-52.8% | $4,274-11.6% |
| Admin fee / account holder | $859 | $8,287-89.6% | $14,398-94.0% | $7,775-89.0% |