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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 | $18,135 | $76,551-76.3% | $123,894-85.4% | $62,881-71.2% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 6.07% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,158 | $2,882+9.6% | $4,617-31.6% | $2,281+38.4% |
| Participant deferral / active EE | $5,386 | $4,840+11.3% | $5,984-10.0% | $3,203+68.1% |
| Admin fee / account holder | $2,894 | $4,826-40.0% | $8,357-65.4% | $4,296-32.6% |