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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 | $114,712-84.4% | $173,730-89.7% | $87,485-79.6% |
| Participation rate | 89.3% | 73.0%+16.3pp | 79.6%+9.7pp | 68.9%+20.4pp |
| Annual return | 26.38% | 20.18%+6.2pp | 19.96%+6.4pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,441 | $2,904-50.4% | $4,577-68.5% | $2,596-44.5% |
| Participant deferral / active EE | $3,769 | $4,642-18.8% | $6,326-40.4% | $4,274-11.8% |
| Admin fee / account holder | $1,243 | $10,210-87.8% | $17,523-92.9% | $7,775-84.0% |