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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 | $17,679 | $106,749-83.4% | $145,433-87.8% | $82,448-78.6% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 20.50% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,769 | $3,444-19.6% | $4,554-39.2% | $2,551+8.6% |
| Participant deferral / active EE | $4,083 | $6,519-37.4% | $7,897-48.3% | $4,139-1.4% |
| Admin fee / account holder | $1,122 | $8,390-86.6% | $13,129-91.5% | $7,234-84.5% |