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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 | $106,749-83.0% | $145,433-87.5% | $82,448-78.0% |
| Participation rate | 97.9% | 75.6%+22.2pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 21.94% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,747 | $3,444-20.3% | $4,554-39.7% | $2,551+7.7% |
| Participant deferral / active EE | $3,776 | $6,519-42.1% | $7,897-52.2% | $4,139-8.8% |
| Admin fee / account holder | $859 | $8,390-89.8% | $13,129-93.5% | $7,234-88.1% |