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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 | $16,857 | $87,059-80.6% | $105,608-84.0% | $80,925-79.2% |
| Participation rate | 85.3% | 70.4%+14.8pp | 75.3%+10.0pp | 67.7%+17.6pp |
| Annual return | 35.64% | 17.05%+18.6pp | 116.50%-80.9pp | 35.65%0pp |
| Employer contribution / active EE | $1,968 | $2,396-17.9% | $3,167-37.8% | $2,756-28.6% |
| Participant deferral / active EE | $4,349 | $3,986+9.1% | $5,010-13.2% | $4,299+1.2% |
| Admin fee / account holder | $1,326 | $8,443-84.3% | $11,028-88.0% | $6,940-80.9% |