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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 | $18,486 | $135,956-86.4% | $123,894-85.1% | $273,972-93.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.50% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,497 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $2,925 | $6,343-53.9% | $5,984-51.1% | $5,287-44.7% |
| Admin fee / account holder | $4,830 | $9,817-50.8% | $8,357-42.2% | $10,133-52.3% |