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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 | $15,598 | $106,524-85.4% | $152,301-89.8% | $87,485-82.2% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.4%+2.9pp | 68.9%+16.4pp |
| Annual return | 15.35% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,407 | $3,371-58.3% | $4,624-69.6% | $2,596-45.8% |
| Participant deferral / active EE | $3,999 | $6,525-38.7% | $8,004-50.0% | $4,274-6.4% |
| Admin fee / account holder | $1,323 | $8,287-84.0% | $14,398-90.8% | $7,775-83.0% |