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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 | $17,846 | $110,137-83.8% | $161,149-88.9% | $82,637-78.4% |
| Participation rate | 89.3% | 72.4%+16.9pp | 78.8%+10.4pp | 68.1%+21.2pp |
| Annual return | 26.38% | 20.69%+5.7pp | 21.16%+5.2pp | 53.51%-27.1pp |
| Employer contribution / active EE | $1,441 | $2,856-49.6% | $4,360-67.0% | $2,552-43.5% |
| Participant deferral / active EE | $3,769 | $4,575-17.6% | $6,153-38.8% | $4,126-8.7% |
| Admin fee / account holder | $1,243 | $9,467-86.9% | $15,194-91.8% | $7,339-83.1% |