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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 | $18,617 | $106,749-82.6% | $145,433-87.2% | $82,448-77.4% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 21.24% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,798 | $3,444-47.8% | $4,554-60.5% | $2,551-29.5% |
| Participant deferral / active EE | $3,854 | $6,519-40.9% | $7,897-51.2% | $4,139-6.9% |
| Admin fee / account holder | $932 | $8,390-88.9% | $13,129-92.9% | $7,234-87.1% |